Four great online executor tools.
Serving as an executor of an estate for someone after they die is an important and complex role. The person who named you has trusted you to handle their financial affairs and real estate.
Being an executor is typically no small job.
As executor, your duties include following the deceased person’s wishes, settling their final bills, meeting the requirements of the probate court, getting copies of their death certificates, and distributing any inheritances to beneficiaries, plus more.
There are also small things you might miss, like having to change passwords for their email accounts (among other online accounts).
It can be stressful, especially since as an estate executor you are personally and legally liable if things aren’t handled properly.
Fortunately, online tools can ease the burden of being executor.
These tools will provide advice and keep you on track during the long process of settling an estate, which in most cases takes at least a year.
The top tools are:
Executor.org was solely created to be the best free online resource for executors.
Our site gives you a detailed, step-by-step plan customized to your specific situation. There are also helpful videos, recordkeeping tools, and blog articles filled with tips that help simplify the job. (Such as this executor checklist.)
Here’s what estate planning attorney professionals are saying about us:
“Executor.org is a valuable resource for Executors to use in navigating the difficult process of administering an Estate. It provides extensive practical information, and is a product I will recommend to my clients.”
Matthew H. McArdle
Fischer, Bessette, Muldowney & Hunter, LLP,
Best of all, you can sign up for full access right now for free.
The counsel’s website offers a number of online executor tools that you might find helpful.
For example, the counsel has compiled state-by-state details on whether estate taxes must be paid and at what rate.
They also have a family estate planning guide for those who need help planning their own estate, plus educational videos about topics such as What is a Revocable Trust and Do I Need One?
NOLO has been publishing do-it-yourself legal advice guides for more 45 years to help those without a law degree navigate legal matters.
With “The Executor’s Guide,” they provide a roadmap for settling an estate. This e-book (which currently is listed for $39.99) can also be purchased as a hard copy.
Everplans is primarily an online resource that helps individuals do estate planning and document their final wishes.
For example, you can read Six Warning Signs That You’re Choosing the Wrong Executor.
However, the site also includes resources for those serving in the executor role as personal representatives. For example, How to Submit a Will to Probate Court.
Being an executor of an estate can be taxing, stressful and confusing. It can be even more challenging if there is real estate involved.
Fortunately, help is available from a variety of resources, including ones you can access on your laptop in just seconds.
Use these online tools to ease the burden of being an executor. Create a custom plan on Executor.org to assist you in the process.
You can start now for free by clicking here.
Here’s a testimonial from William Lee in Oxnard, California:
“I wish that I would have discovered this site several months ago when I became the executor of my sister’s estate. It would have saved me time and frustration. I intend to share it with my son who will have that responsibility for me.”
Note: We can not, by law, provide you with legal advice. We can assist in settling an estate, but it’s still a good idea to hire an estate planning attorney or law firm for legal advice.