The Executor doesn't choose when he/she is called to duty. That call may come at a very difficult and inconvenient time. When
it's time to serve, many people aren't able to meet the high standards held by themselves and others. Serving faithfully and
effectively can require energy and time the average person has already committed elsewhere. Furthermore, serving as Executor
can also require comfort with:
- Meticulous Recordkeeping and Organization
- Tedious but Critical Details
- Coordinating the Activities of Numerous Professionals
- Handling Communications and Fielding
Questions/Comments about the Status of the Estate.
The Dilemma: You've been entrusted with the degrees of duty, responsibility, and authority that come with being Executor;
therefore, to honor this trust, you'd like to be involved in the process somehow. However, you simply do not think you can
serve as effectively as you would like.
We offer help and an ALTERNATIVE: the Executor's Agent. We have all the necessary skills and resources to dedicate to
the execution of the Will or Trust. By acting as your Agent, or if you prefer, by being appointed as Executor or Trustee,
we can handle tasks that require time, energy, or experience you may not have. We will perform these tasks while meeting the
highest standards of honor, professionalism, and customer service excellence. The extent of our involvement and responsibility
is up to you.
Please contact us by filling out the form below, indicating how you might need our assistance. (Please note: It is not necessary
for you to provide legal names or other personal details at this stage. Also, we will not use your email address for any reason
other than to discuss these services with you.)