Executor Insights

“My Neighborhood is No Longer Safe” is a part of the What Your Aging Parents Aren’t Telling You Series by Executor.org As time passes, neighborhoods and communities change. New homes, shopping centers, and schools can make old ones unappealing and of little interest. Economics can change and affect how much a community can spend on…

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…

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.

Prince’s passing proves why you need a will regardless of your age or net worth In the days following Prince’s death, news outlets have speculated on his last days, discussed his musical legacy, and highlighted the many tributes to him across the world. In life, the seven-time Grammy winner was widely known as a complex individual,…

When you are dreaming of completing your executor responsibilities as efficiently and effectively as you can, getting the right team working together with you is going to make that dream a reality.

This article by Executor.org also appeared in the Huffington Post. Whether it’s due to pride, a desire to maintain their independence, or forgetfulness, if you have aging parents there are likely things they aren’t telling you. And that can be both troubling and dangerous. In this new blog series, What Your Aging Parents Aren’t Telling…

How can you complete, let alone begin, all of your executor duties during a pandemic? Research and patience are key to not letting important executor responsibilities slip through the cracks.

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…