Settling the Estate

Do you want to be named as an executor of a family member or close friend’s estate?

It is an honor, but one that comes with a lot of responsibilities, says a story on the web site.

The responsibilities:

  • Balancing the interests of beneficiaries.
  • Complete extensive paperwork.
  • Review and probate the will.
  • Identify assets.
  • Prepare and file taxes.
  • Pay debts.
  • Distribute the assets.
  • Develop tax and investment plans.

It may be more than you can handle, but the story notes you can name co-executors to help you. Or you can name an agent you provide assistance.

If you have questions about estate planning, feel free to call us for a consultation at (626) 696-3145.


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