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A collection of tips, thoughts, and personal Stories

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Executor Duties Checklist

When the time comes for an executor of an estate plan to step into their role, they encounter a long list of to-do’s. It can be an overwhelming responsibility for

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Summer Updates 2023

Wow! It’s honestly hard to believe we’re in the middle of another summer that’s flying by. I can hardly keep up with the pace that our calendar fills up! But

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Understanding the Role of an Executor and its Responsibilities

The role of an executor is one entrusted with the task of managing and administering the estate of a deceased individual, ensuring that their final wishes are carried out smoothly and efficiently. It is their responsibility to navigate through the intricate web of paperwork, financial matters, and legal complexities while shouldering the weight of grief. 

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