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Executor Insights

Get important insights on the executor role from the articles below. The articles featured on this blog are a complement to the executor plan you’ll get here on Executor.org when you sign up.

Getting Organized: Documents Executors Need

An executor is responsible for gathering and safeguarding essential documents. This guide is a great starting point to understanding some of the critical paperwork you’ll need

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The Importance of Learning About the Executor Role

It is important to understand the executor role as you embark on completing the many tasks necessary to successfully administer the estate.

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Preparing Together: Accounts and Expenses Spouses Should Discuss

Helping prepare your surviving spouse to take over all of the logistics of accounts and expenses is a critical way to ensure better outcomes for the surviving spouse.

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Should Your Executor Know about Your End-of-Life Plans?

The person you choose as executor is an individual you trust. Communicating your end-of-life plans with your executor can help make sure your wishes are known and followed, even if these plans are for the time before death.

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What is an Estate Plan?

You need a comprehensive plan to manage your assets and ensure your wishes are fulfilled when you die. This is what is called an “estate plan.”

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The Importance of Clear Instructions

Providing clear instructions in your will makes your executor’s job easier and ensures your wishes will be followed.

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What is the Purpose of Making an Estate Plan?

An estate plan is more than just a set of documents—it’s a way to help those you love and ensure your wishes are honored.

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Debt and the Executor Role

When someone dies with debt, what does an executor need to do and how does it impact what the beneficiaries inherit?

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Contingent Beneficiary

What is a contingent beneficiary and do you need to include a contingent beneficiary in your will?

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