Step-by-Step Support for the Responsibility Ahead
Being named as an executor or administrator is an honor — it means someone trusted you to take care of their final affairs. But it is also a significant responsibility, and most people have never done it before. It is completely normal to feel uncertain about what you are supposed to do, when to do it, and how to avoid making costly mistakes.
That is exactly why we created the Executor/Administrator Guidance Package. This service is designed for people who have already been appointed by the court (or are about to be) and need a clear, organized roadmap for fulfilling their duties.
We sit down with you and walk through everything — step by step. What needs to happen first? What are the deadlines? How do you notify creditors? When can you distribute assets? What records do you need to keep? How do you protect yourself from personal liability?
You will leave our meeting with a personalized action plan — a written checklist customized to your specific estate, with clear timelines and practical instructions.
Who Benefits From This Package?
- Newly appointed executors — You have just received your Letters Testamentary and you are wondering "what now?"
- First-time administrators — You have never managed an estate before and want to make sure you do everything correctly.
- DIY with backup — You are comfortable handling most tasks yourself but want professional guidance to avoid mistakes.
- Family peace of mind — You want the beneficiaries to feel confident that the estate is being managed properly.
What Is in the Guidance Package
- In-Depth Consultation — A comprehensive one-on-one meeting where we review the will, court order, estate details, and walk through every duty and deadline.
- Custom Action Plan — A written, step-by-step checklist tailored to your estate — including timelines, notification requirements, inventory deadlines, and distribution guidelines.
- Resource Kit — Sample letters, notification templates, and practical tools to help you manage the estate efficiently.
Transparent Pricing
Our flat fee starts at $500 for the complete guidance package. Follow-up consultations are available at an affordable hourly rate.