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Get tips and explore common end-of-life topics.

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Executor
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Executor
Executor

Executor Duties Checklist: Finalizing the Estate

Posted on October 13, 2021
This is the last article in a comprehensive series on the duties of an executor. If you’ve reached this step in the checklist, you’re likely almost at the finish line! Acting as the executor of an estate can be gruelling, but it’s often rewarding when you’re able to act in service of a loved one.
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Executor

Executor Duties Checklist: Filing Taxes

Posted on October 13, 2021
This is the eleventh article in a comprehensive series on the duties of an executor. One of the final steps in executing an estate is ensuring your loved one’s income taxes are filed and squared away. Keep in mind that you will not be filing these taxes as yourself or as the deceased - you’ll be filing as the “the Estate of…”
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Executor

Executor Duties Checklist: Distributing Assets

Posted on August 9, 2021
This is the tenth article in a comprehensive series on the duties of an executor. It’s a common misconception that executors are solely responsible for tying up funeral details and distributing assets from an estate. In reality, so much more goes into administering an estate.
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Executor

Executor Duties Checklist: Managing the Trust Account

Posted on August 9, 2021
This is the ninth article in a comprehensive series on the duties of an executor. As an executor, you are responsible for administering the estate and following the deceased’s wishes as outlined in their will. In some cases, you will be charged with distributing assets from the trust to beneficiaries and ensuring funds are properly handled.
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