Being named as an Executor is an honor but can be a major undertaking. Make sure you understand what’s involved before you choose your executor, or before it’s your turn to close an estate.
- the steps needed to close an estate and give a breakdown of the time frame of when duties should be completed
- issues that can arise when dealing with beneficiaries and closing an estate.
- The legal role and liabilities of the Executor
Everyone in attendance will receive The Executor’s Duties handbook, which outlines the 65 steps need to close an estate and also provides attendees with samples of letters and other documents an Executor will use over the course of a year when closing an estate.