Put Your Affairs in Order
and Avoid Leaving Behind a
Logistical Mess

Put Your Mind at Ease Knowing All Your Records are in Order and Accessible to Your Executor

Prepare for End-Of-Life
with Estate Organization Services

Prepare for End-Of-Life with Estate Organization Services

You know you want to have all your documents and records in a secure place easily accessible to your executor, but you may feel stressed and unsure about where to start or simply do not have the time or energy. Doing it yourself can leave your plan incomplete when it needs to be ironclad. Avoid leaving your family searching for crucial documents, account numbers, policies, and contacts after your death. Simplify their lives later by simplifying yours now.

Project Management for Your Life’s Assets

Thorough Organization

We are passionate about organization and project management. No desk is piled too high, nor computer filing system too complex. We get it done.

Accurate Documentation

We make sure all documents, policies, and account records are in order and available to process and pass on when the time is right. We ensure your passwords are up to date, secure, and that only you, your executor, and other designees know where they are kept.

Project Management for Your Life’s Assets

Extensive Communication

We act quickly on your behalf and remain available for your concerns and questions.

Thorough Organization

We are passionate about organization and project management. No desk is piled too high nor computer filing system too complex. We get it done.

Accurate Documentation

We make sure all documents, policies, and account records are in order and available to process and pass on when the time is right. We ensure your passwords are up to date, secure, and that only you, your executor, and other designees know where they are kept.

We Help You Organize What’s Needed for
Future Execution of Your Estate Plan

We Help You Organize What’s Needed for Future Execution of Your Estate Plan

Among the crucial tasks, we document current contracts, policies, and your plans for your estate.
Bring your own advisors or ask for a referral from our trusted list of providers.

FAQ

Each executor assistant trains to become a Certified Estate and Trust Specialist. We have three non-negotiable hiring criteria:

  • High Character and Integrity
  • Strong Project Management Skills
  • Excellent Interpersonal Relationship Skills

Each executor assistant is supervised by a manager with an MBA in project management and extensive training in communications and servant leadership.

Estate organization is important because it gives your executor a head start on closing your estate, saving time and expense. We help organize all those important documents, statements, policies, and passwords, so as much as possible is at their fingertips.
The vast majority of executors are not lawyers, though they use lawyers. We will only work on an estate where we have access to your lawyer. If you don’t yet have one, we can help you with referrals. Likewise, we work with your other professionals. These may include tax advisors, bookkeepers, realtors, and investment advisors. We can coordinate and help you serve as the “general contractor” of all these services. We seek to help you use these professionals judiciously, further saving on total fees.
In the state of Texas, your estate is distributed according to the Texas Estates Code. The state then makes crucial decisions about guardianship and distribution of assets. This can lead to additional and unnecessary expenses and may lead to a distribution of property the descendant did not intend.

Can’t Keep Up With All off the Details?

The Executor Support team can. Get started today with estate organization services you can trust.

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