Serving as an executor can mean stepping into an unfamiliar environment, at a difficult time. The executor who needs help today may have had no reason to really consider the real job of estate administration or what it means – until now. There may be attorneys, accountants, appraisers, real estate professionals, cleanout companies, auctioneers, movers,
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Estate administration involves much more than probate filings and financial responsibilities. Executors may need to organize the estate, locate assets, notify institutions, open an estate account, maintain records, manage personal property, coordinate cleanout and liquidation, preserve family materials, and ultimately make distributions to beneficiaries. Additional Resources helps executors see the tools, products, services, organizations, and
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Sunset: A Practical Tool for Executors When someone dies, executors face an immediate problem: they must settle an estate without knowing where all accounts, assets, and obligations are located. Bank accounts, credit cards, insurance policies, and property are often scattered across institutions and records. Sunset (available at HelloSunset.com) was built to address this exact reality.
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Company Profile: The Estate Registry The Estate Registry is a provider of Estate Planning and After-Loss services. Three core segments compile the scope of what The Estate Registry provides. LegacyNOW is a digital estate planning and lifecycle management platform. NotifyNOW notifies an individual’s passing to creditors, subscription services, and loyalty programs, etc. via a secure
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The Emergence of Estate Administration Services Estate administration and settlement consists of many tasks and responsibilities. There are many hours of work, probate, or no probate, involved in settling an estate, much of it new to an estate’s personal representative, or executor. Because so much is unfamiliar, it can be overwhelming to take on. Many
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If you cannot find a life insurance policy, there may be one last place to look. The National Association of Insurance Commissioners has a tool to search for lost and unknown life insurance policies of deceased persons. The Life Insurance Policy Locator Service can submit a search request for life insurance policies and annuity contracts.
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Executor Tools | 7-minute read Estate Talks | Artifcts® | Ellen Goodwin Main Link: Estate Talks Podcast: Estate Talks: Executor Tools: Artifcts® – For Cleanout, Distribution and Legacy. Executorium Publisher George Compton is angry. He’s angry because Artifacts® didn’t exist when he was an executor. As an app on your phone or on your browser, its
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Personal Property Evaluation | 3-minute read Google Lens | Identification of Personal Property | Estate Tools #1 Know thy place. Gotta start here. Give professional appraisers their due. Accredited appraisers are trained, certified, and have likely seen it all. When they haven’t seen it, a good appraiser will have the tools to research it, or a
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Executor help is a few phone calls away. As the executor, you’re the person responsible for seeing through the many tasks of estate administration. Estate service providers of many specialties are available to help with portions of the work. One of the most difficult aspects of being an executor is assessing the work in front of
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Executor “duty” is often a one time only experience. Every estate is different, and Executorium’s mission is to present executors and estate administrators with resources, information and routes to answers within these unchartered waters.
Executorium is not is a substitute for professional advice. We strongly advise executors to seek professional counsel to guide the estate in any legal or fiduciary matters.
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Executorium is a journal of estate resources for executors.
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