Executor Insights

You’ve done a great job as executor thus far.  You understand your primary duties, and you’ve been working on your executor duties, even completing items in your Executor.org custom plan.  But as you are looking at the estate assets compared with the estate debts, you begin to realize that there are more debts than the…

Serving in the executor role means that you are keeping a lot of records.  Whether it’s tracking your executor expenses, tracking the hours you are working on the executor duties, or tracking estate expenses, you probably have a robust set of spreadsheets, ledgers, and lists. It’s an important part of your executor responsibilities.  But who…

You’ve been an executor, so don’t let all that knowledge of the executor duties go to waste! Take some time after serving in the executor role to plan your own estate.

I’ve heard stories of people writing letters before they die which are not to be opened until death.  Sometimes the letters express love and sometimes they give advice from a life well-lived.  Other times they share bad news–like someone is being excluded in a will or that an estate is worth far less than beneficiaries…

When I took on the executor role, I didn’t really know a lot about what the executor duties were.  I thought it would be simple–just follow the will and hand out the assets according to those instructions. But the will did not say where every possession should go and there were the instructions of the…

Have you considered how cryptocurrencies pass to beneficiaries after you die? Make plans so your executor can distribute these digital assets now!

With National Estate Planning Awareness Week upon us, this is a great time to organize your offline and online materials. These days we all have critical documents that are still often in analog form including our driver’s license, passport, health insurance cards, car and life insurance, will and testament, and that all-important vaccine card among…

What do you do if you are concerned that the executor of a relative’s estate might not be acting in good faith; that she might not be honest in her communication or may be acting unfairly in some way? What can be done to ensure the executor duties are being fulfilled correctly?

The reasons for Executor.org users to get started with their digital legacy cut across both the pragmatic and the emotional, whether it’s about memorializing or shutting down accounts or preserving and sharing all the associated stories and memories. The issue of digital legacy is not just about who, what, and where, but also about how…