What Should I Do When a Loved One dies and I am the successor trustee/executor?
5 Steps for when a loved one passes away:
Being named the executor of a will or a successor trustee of a loved one’s trust isn’t always an easy job. You might find yourself asking some of these questions:
What are my responsibilities as an executor of an estate or successor trustee?
What documents do I have to file and what is the timeline for filing them?
What do I need to do to properly distribute the inheritance to all the beneficiaries?
Is there a manual for managing all of this?!
In this video Marsha & Lee share their 5 Step process for dealing with the death of a loved one and an inheritance in hopes that it will help simplify the process and guide people through their new responsibilities.If you find yourself in this position and need help handling your loved one’s estate, feel free to contact us! We’re here to answer any questions you have, no obligations, no commitment necessary. Just reach out to us on one of the platforms listed below and we’ll do all we can to help.
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