We’ve all heard the term “executor.” Being named an executor of a deceased person’s estate means being put in charge of carrying out that person’s wishes. But do you know all that being an executor entails?
Trying to navigate the responsibilities of an executor is challenging under any circumstances. Trying to figure it out while grieving is even worse, creating a scenario fraught with pitfalls. Wouldn’t it be great to have access to an objective, step-by-step outline of your executor responsibilities? Well, now you do… it’s here in this email.
New York Life/Mainstay Investment’s brochure, Settling an estate can be unsettling: With the right strategy, it doesn’t have to be, covers all the bases involved in this complex and important task. There’s even a checklist to make sure you don’t miss anything. Remember, this will help you get on the right track with accurate and valuable information, but nothing can replace the advice of a qualified professional. Always make an effort to work with the attorney for the estate to make sure you get everything correct.
Being an executor is a difficult and sometimes sacred task, but know that there are resources to help you. If you have any questions about your responsibilities or even if you’re working on naming your own executor, let’s find a good time to connect.
Tips for understanding the process and creating a plan for settling an estate
June 03, 2020