“A great resource for all executors. It will help you better understand your responsibilities, get organized, and get the job done faster and more cost effectively.”
Doug Shriver
Principal, CPA
Shriver and Company, PSC
Get Advice From A Financial Expert
Get advice from our expert team of executor financial advisors.
Do you understand your risks (and opportunities) related to managing estate financial assets?
Decisions on financial matters within an estate can save or cost you tens of thousands of dollars – and can’t be undone.
Are you prepared to meet your legal duties?
– Finding all estate assets (including paperless accounts)
– Using date-of-death or alternate-date valuation on stocks to cut taxes
– Meeting IRS requirements on inherited IRA’s
– Garnering tax advantages on inherited IRAs for life
– Ensuring fair “after-tax” distributions to beneficiaries
– Communicate with beneficiaries to manage your liability
Our experts will talk one-on-one with you, make recommendations, and help you avoid common pitfalls.
You probably have a lot of questions.
Let our experts help you navigate this complex process. Your goals for estate assets are often different than your personal assets. There are special tax considerations for assets within an estate, and taking unnecessary risk with money within an estate can have legal consequences for you personally.
Don’t guess at the right decisions. Get professional help. Our confidential no-risk consultations are performed by registered financial advisors from partner firms with expertise and experience in working with executors on financial matters.
Get Advice From A Financial Expert
Our team has experts ready to answer your questions. There is no cost for a consultation.
See what people are saying:
“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, Estate Attorneys
Malone, NY
“The essential tool for those who have the overwhelming task of estate administration. Organized and complete, it will prove invaluable during this complex process. After helping families through this difficult process for twenty five years, Executor.org is now our first recommendation to clients.”
Randy Shoker
President, Shoker Investment Counsel, Inc.
Oxford, OH
“Executor.org is an excellent tool that will allow families to better navigate this highly stressful process. It is loaded with helpful practical information.”
Catherine Heitger
Licensed Funeral Director
Heitger Funeral Home
Massilion, OH
Managing financial assets as an executor is hard. Don’t go it alone.
We’ve helped settle more than $10 billion dollars in estates.
Executor.org is the nation’s leading online resource for executors. We serve more than 10,000 executors per month. We’re the Executor Advisor for Legacy.com and have been featured in Forbes.com and Huffington Post.
We have an expert team of financial advisors from across the nation who are happy to offer you a consultation at no cost. Our goal is to simplify this complex and stressful process. We’d love to be of service to you.
Book Your Free Consultation Call
Our team of executor financial experts have open time slots each week to help you understand your risks and opportunities as the executor.
Avoid costly mistakes by speaking to an executor financial advisor. No obligations. 100% free.
“Comprehensive and empowering advice. It’s reassuring to feel that important steps are not being overlooked.”
Richard H.
College Station, TX
