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.
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.
Estate attorneys are usually great, but turn to the state bar association if you worry about potential violation of professional duties.
Big life events often prompt us to update important documents like our will, add beneficiaries to our insurance, and update distributions for our retirement accounts. And much like the old infomercial said, we set it and forget it. But over the course of years, a lot can change in our lives, including the breakup of…
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…