Posts Tagged instructions for estate plan

15 Primary Duties of an Executor – Are You Prepared?

15 Primary Duties of an Executor – Are You Prepared?

15 Primary Duties of an Executor – Are You Prepared? According to Patrick O’Brien, CEO of Executor.org 1. Learn about the Role and Responsibilities of an Executor Before you dive, head-first, into your executor duties, it makes sense to understand what your executor role will entail. An […]

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Guide for First Time Planners

Guide for First Time Planners

Guide for First Time Planners There is no better time to start planning for your future than now. We would like to provide you a foundation for implementing a comprehensive and practical approach to the estate planning process. 1. Determine Your Goals What are your overall goals? […]

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