Every Executor Should Have an Advisor
You Don't Have To Do It Alone
We provide flexible, hourly support tailored exactly to what you need—whether preparing in advance or navigating administration after loss.
Book a ConsultationExecutor 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.
We help you review and strengthen the estate plan by asking key 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?
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.
Strategic Guidance & Clear Advice
So you're never googling deadlines or requirements alone.
Expert Coordination
Saving you hours of phone calls and follow-ups with professionals.
Proactive Risk Management
Minimize personal liability and avoid costly mistakes.
Navigation Through Challenges
Support with emotional decisions, creditors, beneficiaries, and family conflicts.
Offloading Tasks When Needed
Paperwork, errands, communications—while keeping you in control.
Ongoing Support
Reduce interruptions, stress, and lost time—protect your workday and family life.
Both Executor Prep and Executor Help are billed hourly
You only pay for the time you need—no packages, no commitments. Flexible support exactly when and how you want it.
Ready to Get Started?
Book a free initial consultation. We'll discuss your situation and how we can help—no pressure, no obligation.
Schedule Your Free Consultation