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Executor's Toolkit

There are numerous tasks involved in settling an estate. The majority of people have never been an Executor and don’t know where to start.

This is why we provide our clients with the Executor's Toolkit. An Executor's Toolkit is a comprehensive set of tools and information, designed to give step-by-step instructions on how to settle an estate and supports and Executor or administrator in carrying out his or her duties.

This Toolkit provides various forms and letters to assist with filing for government benefits and notifying credit card, life insurance, and pension companies.

Our Executor's Toolkit:

• Protects against Identity Fraud
• Provides you with the information and direction you need
• Assists you with administrative tasks — saving you time and effort
• Gives you peace of mind that you can settle the Estate in a timely manner

Please note that Executor's Toolkit does NOT provide you with Legal or Accounting advice. Each Estate is different and you should seek professional assistance for Legal and Accounting matters.