Executor Services

Handling the responsibilities of an executor or interfacing with a third-party executor can be a daunting task, especially during a time of loss. That’s why we provide you with access to professionals who offer comprehensive Executor Services. Our support extends to individuals appointed as executors, trustees, or beneficiaries, ensuring that all aspects of estate and trust administration are managed efficiently and respectfully. The professionals in the 1800ADVISER.COM directory are experienced and equipped to handle every detail with precision and care.

Tailored Executor Solutions for Effective Estate Management

  • Estate and Trust Administration: Our professionals can oversee all facets of estate and trust administration, ensuring that all legal, financial, and administrative tasks are completed in accordance with the deceased’s wishes and legal requirements.
  • Asset Liquidation: We manage the orderly liquidation of estate assets, from real estate to personal property, ensuring that assets are sold under favorable terms and that proceeds are properly allocated to beneficiaries.
  • Optimal Debt/Liability Resolution: Navigating the estate’s debts and liabilities is a critical task. Our services include negotiating with creditors and settling debts in a manner that preserves the estate’s or your inheritance.
  • Estate Tax Preparation: Our professionals prepare and file any necessary estate tax returns, helping to minimize tax liabilities and ensuring compliance with federal and state tax laws. We can also complete your personal or business tax returns.
  • Dispute Resolution: Should disputes arise among beneficiaries or between the estate and external parties, our skilled professionals can act as mediators and work to resolve conflicts efficiently, always aiming to uphold the interests of the estate and its beneficiaries.
  • Beneficiary Assistance: We provide comprehensive support to beneficiaries, helping them understand their rights, the estate process, and any specific details regarding their inheritance.

 

Comprehensive Support from Start to Finish

Serving as an executor or interfacing with one involves a range of challenges, from legal obligations to financial management and interpersonal relations with beneficiaries. Our professionals are here to lift the burden, providing expert guidance and support throughout the entire process.

Independently & Objectively Protecting Your Legacy

Professionals listed in the 1800ADVISER.COM directory are “Fee-Only,” and are 100% Independent & 100% Objective™.   In simpler terms, this means these professionals do not charge commissions for their advice and are not incentivized to sell any particular products. Instead, their focus is on providing honest recommendations that are in your best interest.

Fair and Reasonable Pricing 

Executor services require a personalized approach, and fees reflect this. Each independent professional sets their own pricing structure, with hourly fees starting as low as $100 and increasing thereafter based on the professional’s experience and your needs. Fees are also dependent on the geographic area you live in.  Some professionals may charge contingent fees and offer fixed-fee packages. Some states have fixed rates that may be charged. Rest assured, all fees are clearly discussed and agreed upon in advance, in writing.

Free Consultations

Click here to ask us a question or schedule a FREE consultation.  Alternatively, you can browse the biographies of estate professionals on 1800ADVISER.COM. Choose the professional that can help you manage your executor responsibilities or help you with experience and compassion.

All legal services performed by independent attorneys licensed in your geographic area. 

All questions answered privately by email.

Connect with a Fee-Only financial planner, money manager, CPA or lawyer.

Sign up for TheAdviser.com Alert – a Trusted Buy-Side Research Newsletter For FREE!