Mitigate Fear, Frustration, & Frayed Relationships With Executor Support
When the weight of the decision making process rests on your shoulders, we’re here to help you navigate the best path forward. Serving beneficiaries in the Executor role can be an overwhelming task when you have so many demands upon your time.
We cannot serve as your attorney, but we can save time and extreme frustration handling the myriad of executorship duties by yourself.
The Executor Aid You Need For
A Seamless Transition
Free Up Your Schedule
You’ll have a team to work around your needs and take care of the specifics. We’ll protect your time so that you can protect your loved one’s legacy.
We’ll provide the proper
documentation to minimize surprises and manage risks.
Execute On Your Timeline,
Transparent and proactive communication means that we’re available when you need us and out of the way when you don’t.
How It Works
1. Schedule a Consultation
Discuss who is involved and talk
about your goals.
2. Have It All Covered
As Executor, feel confident knowing
we have your back.
3. Resume Your Life
Leave the documentation, details,
and select communications up to us.
Executorship By The Numbers
On The Blog
Struggling To Deal With Executor
Responsibilities After A Loved One’s Death?
We will not replace your attorney or tax advisor, but we will do the legwork for you. We will
work with the professionals of your choice or help connect you with ones that fit your
needs. We target reducing your workload by 75% while getting you to the finish line 25% faster.