What Do I Need to Know in Advance as an Executor?

In the last video, we defined the primary roles and legal responsibilities of being an Executor or Personal Representative of someone’s Estate. In this video let’s talk solely about practical suggestions of what you want to do to think about in advance of someone’s passing and you are going to be the Executor. Specifically, to lessen stress later, what smart things can you prepare or organize in advance? If you want to accomplish this role as responsively and as efficiently as you can be, what do you need to do now?
Last video in this series: • What Does it Mean to B...
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Patrick Zumbusch is CEO and Founder of Investment Metrics, LLC. dba Wellspring Financial Partners (WFP) a Registered Investment Advisor. 3MinuteMoney™ is a separate legal entity providing general financial educational materials affiliated through Mr. Zumbusch’s roles with both businesses and does not offer individualized advisory services. No investment advice may be rendered without an advisory agreement in place with WFP.