The Executor's Guide™
A Step-by-Step Guide Through One of Life's Most Difficult Responsibilities
Who this is for
Anyone serving as executor or personal representative of an estate who has never done this before.
What this helps you do
Organize estate administration, locate assets, track expenses, prepare questions for professionals, and know what to do now versus what can wait.
What's inside
18 chapters from the first hour through final records, with an executor dashboard, call log, asset inventory, expense tracker, document locator, professional question center, 'I'm Overwhelmed' mode, and audio answering throughout.
Questions This Guide Helps You Think Through
This guide helps you think through questions such as: - Where do I start if I've been named executor? - What documents should I locate? - What responsibilities may require professional help? - What should I avoid doing too quickly?
When Professional Help May Be Important
Executor responsibilities can involve legal, tax, and financial questions. An attorney can help with probate and disputes; a CPA or tax professional can help with estate and income taxes; a financial professional can help locate and value assets; an insurance professional can help with policies. Depending on your situation, consider consulting an appropriately qualified professional.
Crisis Navigations provides educational and organizational guidance and does not replace legal, medical, tax, financial, or other professional advice. Depending on your situation, consider consulting an appropriately qualified professional.
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Important Information
Crisis Navigations and Side by Side™ provide educational and organizational resources, not professional advice. Our guides are designed to help you organize information, identify questions, and prepare for conversations and decisions with appropriately qualified professionals.
They do not provide or replace medical, legal, financial, tax, insurance, mental health, or other professional advice. Individual circumstances vary.
By purchasing or using a guide, you acknowledge that you remain responsible for your decisions and for seeking appropriate professional assistance when needed.
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