 |
 |
 |
 |
 |
 |
 |
Estate Management
Planning today for tomorrow's peace of mind!
Everyone's estate requires some degree of management and planning. While alive, assets and liabilities need to be protected and well documented. Once deceased or incapacitated, the estate has to be settled or administered.
Part 1: Estate Organization
Part 2: Estate Settlement
Estate Organization: Protect your loved ones, your estate and yourself in the event of death, disability, natural disaster, theft or loss. Having your estate well organized will save your loved ones many hours of stress and potential discord. It can also protect your estate from unnecessary fees and expenses, leaving more for those you love, not to mention the peace of mind you will feel knowing your affairs are well prepared in the event of an emergency.
The Executor's Toolkit approaches estate organization in 5 easy steps.
Estate Settlement: In order for your Executor to take charge and settle your estate they must understand their legal obligations and know how to operate in this complex area of estate law.
The Executor's Toolkit breaks estate settlement into 3 manageable phases and explains:
- Who to contact
- Where to go
- What to do
- How long each process should take
- How much each process should cost
Empowered with this information, your Executor can establish an orderly system to facilitate the ongoing management or settlement of your estate and always know:
- Who is doing what
- When tasks should be completed
- What needs to be done next
Your Executor will also be able to:
- Systematically track estate transactions, banking and bookkeeping.
- Easily calculate the estate's net worth and monitor changes in asset and liability values.
- Save time and money by controlling costs and maximize the value of time spent with lawyers and accountants.
- Reduce repetitive, time-consuming tasks.
- Manage or settle your estate with confidence and peace of mind.
