Gain peace of mind knowing that a professional executor will manage your will or estate
Many people have a difficult time naming an executor for their estate
- They may not want to burden or stress a loved one with what can be a very complex and incredibly time-consuming process.
- They might be concerned about potential friction between family members, and would prefer to have an independent third party handle your affairs. Even choosing an executor can create problems. Family members you didn't choose may wonder if you didn't love or trust them as much as the person you named executor, leading to resentment.
- They may not have any immediate family members. For example, a widow with no children.
- They could name a friend, but are worried that the friend may not survive you.
- Finally, they know that the size of the estate may not be of interest for a bank or attorney to handle. Some banks will even decline executor opportunities for estates valued at less than $2 to $5 million.
Your best solution is to hire Dockweiler Consulting as your professional executor
Dockweiler Consulting can help by:
- Reviewing Wills, Trusts and other estate documents to determine the complexity of the Estate and the desires of the deceased
- Avoiding the involvement of the Probate Court
- Carrying out the wishes of the deceased regarding funeral services
- Consult with family and other heirs to accomplish a successful outcome, minimizing cost, stress, delays, and conflicts. We provide periodic updates to keep family members up to date along the way.
- Determine the debt obligations of the deceased and money the deceased might be owed.
- Use estate funds to pay bills, including taxes, funeral costs, and more, until Probate is finished.
- Consult with heirs to arrange for the management of any real property to preserve value until liquidation; and arrange appropriate sale of asset to maximize value.
- File tax returns and paying any required estate tax out of the estate.
- Locate and access bank accounts, investments and pensions.
- Take an inventory of everything in the estate, such as cash, investments, life insurance, real estate, and personal property (furniture, clothing, household items, equipment, and family heirlooms).
- Provide heirs with a final accounting of assets collected and distributions completed.
- Creating detailed records as to all of the money and property that was paid out from the estate, and all of the money and property that came into the estate.
- Identify, contact and close accounts, services, reward programs, credit cards, life insurance policies, utilities, social media accounts, emails, and more.
Dockweiler Consulting is here to put you mind at ease!
Given all the responsibilities of being an executor, you need someone who is honest, dependable, well-organized, good with paperwork and vigilant about meeting deadlines. Dockweiler Consulting has the knowledge and experience to guide your heirs through the administration of your estate in a prompt and efficient manner.