What is Estate Organization? With an aging population and the enormous transfer of wealth before us comes a new category of planning  called “Estate Organization”.  Estate organization is a more proactive, dynamic process than traditional estate planning, where an advisor asks if you have a Will and sells you some life insurance. Within this resource, we discuss the individual components …

DYING WITHOUT A WILL CREATES A LEGACY THAT NO ONE WANTS It’s common knowledge that having a valid Will is a critical first step in estate planning. That said, many people would rather take a poke in the eye with a sharp stick than make an appointment with a lawyer to create or update their Will.  Why? Making a Will …

Executor Duties Overview The purpose of this article is to provide an outline of the roles and responsibilities of an executor. If you plan to name a family member(s) as your executor, know that they are doing you a huge favor and that settling an estate often amounts to a full-time job. The biggest favor that you can do for …

In the initial stages of settling an estate, the only reason for an executor to call a lawyer is if the Will appears to be invalid, contentious, does not exist, if there are problems with the beneficiaries, or other issues that require immediate legal advice. Otherwise, before even booking an appointment, record the information below in QuickEstateTM, print it off, …