RESOURCES FOR EXECUTORS AND ESTATES

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All
  • All
  • Executor Road Blog
  • Legal and Accounting
  • Organizing & Cleanout
  • Personal Property
  • Real Estate
Estate Cleanout

How to Vet Estate Cleanout Companies

Due Diligence Checklist: How to Vet Estate Cleanout Companies When you’re hiring an estate cleanout company, you’re trusting a crew to enter a home, remove ...
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Executor Road - Cassidie Bates

Executor Road: When Grief Hands You a Job: Lessons from Serving as an Executor by Cassidie Bates

If you are reading this, I surmise that you’ve probably lost one of the people you love the most. There are no words at a ...
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Sunset HelloSunset Image

Sunset – Decedent Account Search Tool

Sunset: A Practical Tool for Executors When someone dies, executors face an immediate problem: they must settle an estate without knowing where all accounts, assets, ...
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Estate Rx - Decedent Prescriptions

Estate Rx – How to Properly Dispose of a Decedent’s Prescriptions

When you’re administering an estate, leftover prescription drugs and other medicines in the decedent’s home are more than “household clutter.” They can create safety risks ...
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Refunding Bond and Release

The Beneficiary Refunding Bond and Release via Stark & Stark

Beneficiary Bond | 5-minute read Heir Refunding Bond  | Inherited Assets | Bond and Release What is a Refunding Bond and Release? Click HERE for the ...
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NAA Certified Estate Specialist

Certified Estate Specialist Designation: National Auction Association

A Certified Estate Specialist (CES) is a designation for individuals who complete the requirements of the Certified Estate Specialist course as outlined by the National ...
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Executor Road

Executor Road: Poof! You’re an Executor

Sometimes you know it’s coming; you may not always be ready. Other times it comes like a bolt out of the blue—POOF! You’re an executor. ...
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American Bar Association Guidelines for Individual Executors & Trustees

Executor Guidelines | 5-minute read Real Property, Trust and Estate Law Section | Executors & Trustees | ABA ABA Guidelines for Individual Executors & Trustees ...
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Book Buying Apps

Buying Apps: Comparing ThriftBooks BuyBack and World of Books

When managing an estate, executors often face the challenge of what to do with a home library — hundreds of volumes that carry emotional significance ...
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Vetting the Estate Attorney

Find and Vet a Great Estate Attorney

For many estates, the estate attorney is the shepherd who guides the executor and family through the storm and to a place of settlement.  Some ...
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The Appraisal Foundation’s “The Personal Property Owner’s Guide to Appraisal Services”

Personal Property Guide | 5-minute read Appraisal of Personal Property | Executors & Estates| The Appraisal Foundation The Appraisal Foundation‘s “The Personal Property Owner’s Guide to ...
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Estate Dispute Resolution

“The Magic of the Trust and Estate Mediation Process” California Lawyers Association – Trusts & Estates Section

Estate Mediation | 5-minute read Estate Disputes | Alternate Dispute Resolution |  California Lawyers Association   Estate Mediation can be an off-ramp from the Estate ...
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Selling Estate Gold

How to Sell Estate Gold: A Practical Guide to Getting the Best Value Selling estate jewelry is a common executor responsibility — but knowing how ...
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Form 706

About Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return

The executor of a decedent’s estate uses Form 706 to figure the estate tax imposed by Chapter 11 of the Internal Revenue Code.  Form 706 is ...
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