Executor Responsibilities Explained: Everything You Need to Know About Settling an Estate

Описание: Understanding executor of estate responsibilities is critical whether you've been named an executor or are planning your own estate. This comprehensive workshop covers everything from legal duties to avoiding common mistakes in estate administration.

What You'll Learn:
What an executor of estate actually does (and why it takes 570+ hours)
Complete executor responsibilities and duties checklist
How to create a comprehensive estate plan that protects your family
Critical mistakes executors make (and how to avoid them)
Digital estate planning: managing email, social media, and cloud accounts
Planning for the first 30-90 days after someone passes
Building your professional support team

Chapters:
2:37 Meet Tara Yukawa, Founder of Sage Vault
7:11 The Reality: 570 Hours and $14,000 to Settle an Estate
7:57 What Does an Executor Actually Do?
10:46 Essential Legal Documents: Powers of Attorney
12:02 Understanding Wills vs Trusts
14:14 Critical Gap: Planning for the First 30-90 Days
16:29 Common Executor Mistakes to Avoid
18:31 Can Your Executor Answer These Questions?
21:27 Digital Estate Planning
23:23 Building Your Professional Support System
25:42 Free Resources and Workbook

Workshop Led By:
Tara Yukawa, Certified Executive Advisor and Founder of Sage Vault (https://mysagevault.com)

Free Resources Mentioned:
-Core Components of a Comprehensive Estate Plan: https://joingoodgrief.info/corecompon...
-Legacy Inventory: https://joingoodgrief.info/legacyinve...
-Digital Estate Planning Guide: https://joingoodgrief.info/digitalsag...
-"Before It's Too Late" Workbook (Amazon):https://amzn.to/49Mtz2i
-Sign up for Tara's newsletter: https://joingoodgrief.info/sagevaultn...

About This Workshop:
This session is part of the Good Grief workshop series. Good Grief is a platform supporting people navigating caregiving, end of life planning, and loss through practical guidance and community support.

Join our Good Grief Community Platform: https://joingoodgrief.com