Executor Support

The role of the Executor, Administrator, or Trustee can be complicated and challenging. Depending on the relationships, assets, wills, or living trusts of the decedent, you may find yourself with what can feel like a full time job, managing multiple people and tasks. What’s more, you may be doing many of these things for the first time and feel like you need to learn a new language, laws, and expertise. Get the practical and emotional support you need to handle everything with ease.

Legal
We prepare you for meetings with your lawyer to maximize outcomes and mitigate risk.

  • Review will and trust.

  • Review trust and trust account statements

  • Select co-executor if needed

  • Inventory bank and investment account statements

  • Obtain real estate deeds 

  • Obtain vehicle titles

  • Review life insurance policies

  • Select a lawyer

Distribution of assets
We sort and inventory assets and make a plan to handle and distribute items with the least amount of conflict.

  • Contact the beneficiaries

  • Determine beneficiaries interests 

  • Determine distribution method

  • Evaluate need for appraiser

  • Evaluate need for auctioneer

  • Obtain mover 

  • Secure trash hauler if needed

  • Distribute personal property

Life Insurance
We help you receive the benefits or obtain support for estate expenses.

  • Determine the beneficiaries

  • Contact the insurance agent 

  • Request claim forms

  • Submit forms

  • Cover debts with benefits

  • Determine taxable amounts

Executor Reimbursement
We track your reimbursable expenses, including the time expended settling the estate.

  • Track funeral expenses 

  • Track travel costs

  • Track professional service costs

  • Help you receive your reimbursement for costs

  • Help you receive your commission for Executor time and effort

Real Estate
We help you transition real estate in a way that feels right to you and honors the deceased.

  • Select real estate agent

  • Secure services to update, fix, and stage home

  • Manage contractors 

  • Engage lawyer for contracts

Decedent's Debts
We help you compile and pay the decedent's debts, taxes, bills, and other responsibilities.

  • Compile list of debts

  • Determine when to pay

  • Negotiate with collectors

  • Make payments to satisfy debt

Accounting and Financial
We manage accounting and financial tasks to maximize value.

  • Prepare list assets and debts

  • Determine accepted and proper valuations

  • Select accountant

  • Provide accountant financial data and forms

  • Apply for Employer Identification Numbers (EIN) for Probate and Trust

  • Compile list of securities

  • Select appropriate broker

  • Open estate checking account

  • Pay court, legal, accounting fees

  • Track estate income and cash

  • Secure valuables 

  • Track income and expenditures

Ongoing Support
Asking for help isn’t easy. Getting the emotional support you need when you need it is hard. Let us help you create and implement a plan to receive the support you need over the next few months.

Go to Ongoing Support

  • Name your support team

  • Make a plan to engage your team

  • Take the time you need to care for yourself and others

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