Executor Services

Are you feeling overwhelmed by the responsibility of carrying out your loved ones’ wishes and administering their estate?

We offer white glove assistance to Estate Executors.

Challenges of Being an Executor

  • 600+ Hours

    Time investment needed to settle an estate

  • 18 Months

    Typical duration to complete estate settlement

  • $25K - $250K

    There is a wide range of costs for funeral, legal, and administrative fees combined to execute at estate.

  • 36% of Individuals

    Say there are surprises for their beneficiaries in their will.

  • 58% of Executors

    Lack understanding of their legal responsibilities

  • Executor Stress

    Driven by both administrative and emotional challenges

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What Our Clients Receive

  • Reliable & Convenient Coordiation

    In-person and remote assistance as needed to prepare the estate

  • Personal Support and Resources

    An experienced administrator to hold your hand through the process

  • Reliable & Convenient Coordination

    Liaison between executor and professional advisors, heirs, etc.

  • Estate Documentation

    Templates, trackers, tasklists, and scheduling details.

Executors We Support

  • The Surviving Spouse

    When you are the surviving spouse, it’s common to inherit some assets held jointly. However, other assets may still require the estate to go through the settlement process, and you will be responsible for managing and distributing those to beneficiaries.  

    You may need assistance in navigating the process of estate administration, applying for death-related benefits, handling necessary notifications, and filing tax returns.

  • The Beneficiary

    If you are both an executor and a beneficiary, you will have to settle the estate and ensure that assets are fairly divided among all heirs. In this role, it’s critical to act efficiently, transparently and carefully while shielding yourself from liability.

    Balancing relationships among beneficiaries, especially when there are unresolved family dynamics, and striving toward trust and respect is key to this process.

  • The Trusted Friend

    As a close friend, you've been chosen to take charge of the estate, settle debts, and ensure that the beneficiaries receive their rightful inheritance. This role requires you to have a good understanding of estate settlement and to handle family relationships delicately.

    Transparent communication and careful documentation of the estate’s finances will help foster trust and clarity throughout the process.

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Our Executor Services Include:

    • Organizing, sorting, and overseeing the decedent's mail

    • Establishing or updating filing systems for essential documents

    • Reviewing paperwork to identify bank accounts, securities, property holdings, safe deposit boxes, wills, trusts, and other pertinent documents

    • Assisting legal counsel in the preparation of necessary documentation

    • Keeping a record of estate administration and related expenses

    • Aiding in the organization and management of documentation and accounts

    • Tracking and updating administration tasks effectively

    • Maintaining an estate execution tasklist and expense tracker

    • Document collection and management

    • Handling the distribution of property, belongings, and documents according to the decedent's wishes

    • Conducting an inventory of personal property and donated items

    • Coordinating with appraisers, liquidators, charities, and consignment shops for property clearance

    • Finding homes for any orphaned pets

    • Guiding heirs in decisions about what to keep, donate, or dispose of

    • Facilitating communication with heirs throughout the process

    • Working with estate attorneys, accountants, and other professionals

    • Managing notifications related to the decedent’s passing

    • Creating a contact notification list for timely communication

    • Organizing logistics for burial, funeral, and memorial services

    • Planning and tracking invitations for memorial events

    • Providing templates for invitations and obituaries

    • Managing the event schedule for memorial services

    • Assisting in securing necessary support resources for the family

    • Keeping track of gifts, donations, and other forms of support

    • Providing thank-you note templates for acknowledging contributions

Ready to Get Started?

Executor & Estate Preparation Coaching

For those who prefer to do the work themselves, but want help managing the process, we offer coaching and support packages along with a personalized checklist and resource referrals.