I understand this is a challenging time. You lost a loved one and are now named any one of the following; executor, personal representative or successor trustee. It may seem overwhelming emotionally and logistically. You may be wondering where to start? What all am I responsible to do to support the estate and beneficiaries?

I have been there & dealt with the emotions, the challenges with beneficiaries, banks, insurance and more. I have been executor/personal representative of an estate that went through probate & have also been successor trustee.

I can help you prioritize the tasks, planning and communication related to your new responsibilities.

Coaching

I will serve you like a coach to help you execute the duties of executor, personal representative, successor trustee to serve the decedent’s will and serve the beneficiaries of the estate.

Assistance

I will assist you in contacting utilities, insurance, creditors, debtors, banks about the passing of your loved one, your role as executor, and next steps.

Planning

I will help you prioritize your tasks to execute the will of the decedent using a personalized project plan.

Partnering

I will act as your partner and support through this process understanding the stress and emotions that go with this role bestowed upon you.

Initial Consultation

The initial consultation is free and will take 30 minutes. I will ask a few questions about the estate and what help you would need to execute the duties of executor, personal representative or successor trustee.

Get started today and fill out this questionnaire. I’m ready to help.