We’ll Protect Your Peace
of Mind While You Protect
Being the executor of an estate is a huge undertaking as you are in a fiduciary role – the highest standard of care under the law. And while you may feel the urge to handle it all yourself, we understand that can be scary and typically will require significantly more time than first-time executors anticipate.
Do you have the time and skills to devote to this endeavor? We can help.
We Empower You In Your Executor Duties
Property Management Companies
Safeguard Your Executor Position With
Protect Yourself From
Assistance at Each Stage of the Executor Process
Make the Necessary Preparations
Close the Estate
In a nutshell, the job of an executor is to settle the estate of a person who has died. As the executor, you must pay off all debts and taxes the deceased owed and ensure that the rest of the estate assets are divided up and distributed to the right people or entities. This typically involves obtaining the legal paperwork proving you are the executor, getting certain assets into the name of the estate, opening new accounts, documenting all transactions, creating an income statement for the estate, paying the estate’s taxes, protecting and valuing assets, selling certain assets, communicating with heirs and family members, and making distribution of money and/or property to the right people at the right time – all in accordance with federal and state law and the will. There are a myriad of details.
We work with you to manage the entire executorship process up to the point of closing the estate. While you maintain ultimate authority and control, we do a majority of the actual work.
When you partner with us, we will set up an initial consultation to discuss your goals and our process. Being an executor of an estate can be complex and time-consuming. Our aim is to do 75% of the total executor work in only 75% of the normal time.