RESOURCES FOR EXECUTORS AND ESTATES

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All
  • All
  • Executor Road Blog
  • Executor Support
  • Executor Workflow
  • Grieving
  • Legal and Accounting
  • Organizing & Cleanout
  • Personal Property
  • Real Estate
  • Uncategorized
Additional Resources

Additional Resources for Executors

Estate administration involves much more than probate filings and financial responsibilities. Executors may need to organize the estate, locate assets, notify institutions, open an estate ...
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Executor and Personal Representative

Begin the Estate Strong – PALS’ 3 Foundations for Executors

Estate Administration | Executor Organization | Estate Team | Professionals of After Loss Services | Estate Talks Most executors begin an estate with more questions ...
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Estate House Upgrades to Sell

Reverse Mortgages and the Estate – What Executors and Heirs Need to Know

A reverse mortgage can operate for years with little attention from the family. After the borrower dies, however, the loan can become an immediate estate-administration ...
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Is There a National Standard for Estate Accounting?

Is There a National Standard for Estate Accounting?

Estate-accounting requirements are primarily governed by state probate law, court rules, court orders, and the terms of the will. As a result, no single bookkeeping ...
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Estate Legacy

Executor Road: Legacy and Photos Plan

Family History, Photographs, and Legacy Materials During Estate Settlement Family history is important, but it often does not come with a clear plan. In many ...
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Specialty Appraisal

When to Hire a Specialist for Your Appraisal

By: Ashley Innes Types of Appraisers If you’re working with a large or complex estate, it may be difficult to know what type of USPAP-compliant ...
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Music, Memorabilia, and the Estate Items Families Often Overlook

By: Ms. Robin Rankow To an executor, it’s not a collection — it’s “mom and dad’s things.” And often, it’s also the things no one ...
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Estate Cleanout Batteries

What Executors and Families Should Know About Safe Battery Disposal

Batteries are found in nearly every home. That means they are also found in nearly every estate cleanout. They may be inside remote controls, flashlights, ...
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Skip navigation Search Create Avatar image Mediation for Executors | with Bracha Etengoff

Executorium Podcast: Mediation for Executors | Bracha Etengoff

Estate mediation can give executors and families a structured way to resolve probate conflict before a difficult estate becomes a costly legal battle. This article ...
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How Does an Estate Sale Work

What Is an Estate Sale — and How Does an Estate Sale Work?

By: Nancy Schwartz An estate sale is the organized sale of a person’s personal property, typically conducted inside the home. For many families, settling an ...
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Inherited House

Executor’s Dilemma: Should You Fix Up the House or Sell It As-Is?

How Executors and Heirs Can Decide Whether Repairs, Renovations, or a Fast As-Is Sale Make the Most Sense When a loved one passes away and ...
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The Good that Donating ‘Estate Stuff’ Can Do

Donating usable estate property is not just a way to clear out a house. It is a practical choice that can reduce waste, lower disposal ...
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Preventing Deceased Identity Theft

Preventing Deceased Identity Theft: A First Step for Every Executor

After his mother passed away, David was appointed executor of her estate. Like many first-time executors, he focused on immediate priorities—funeral arrangements, securing the home, ...
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Bill Gross' 10 Rules for Probate Sales

Bill Gross’ 10 Rules of Probate Sales

Inheriting a property after the loss of a loved one can be an incredibly emotional and confusing time. While you may be eager to settle ...
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