Supportive executor advisory consultation

Our Executor Services: Tailored Support for Every Step

We provide flexible, hourly support tailored exactly to what you need—whether preparing in advance or navigating administration after loss.

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Executor Prep

Proactive Planning Before It's Needed

As the person your loved one trusts most, you have a unique opportunity—and responsibility—to initiate important conversations now. Getting ahead of potential issues can save tens or even hundreds of thousands of dollars, prevent family conflict that lasts a lifetime, and ensure your loved one's legacy is one of harmony rather than stress.

Executor Plan Analysis

We review the estate plan from the executor's perspective and strengthen it by asking questions such as:

✓ Is the estate plan up to date and likely to succeed?
✓ Have important conversations been had?
✓ Will common pitfalls likely be avoided?
✓ Does the current plan expose the estate to a massive tax bill?
✓ Will the executor face any significant challenges?
✓ Will the executor have access to everything they need?
✓ Is litigation likely and can it be avoided?
✓ Will there be any forced asset sales?

Advisor reviewing estate documents with family

Downsizing Support

Many people stay in their homes longer than ideal, simply because it's so hard to coordinate all the moving peices. A well executed downsize can be life changing for everyone involved while avoiding high stress, conflict, and unnecessary costs.

We coordinate the entire downsizing process so your loved one can transition smoothly and proactively, avoiding the difficulty of a rushed process after having waited too long.

Starting these conversations early can be truly life-changing for your loved one while giving you peace of mind.

Executor Help

Support During Estate Administration

When the time comes, we become your dedicated partner—keeping you out of trouble, protecting your time, and safeguarding your mental and physical health so the process runs smoothly and efficiently.