Technology Solutions

Executor's Aide

There are numerous tasks involved in settling an estate. The majority of people have never been an Executor and don’t know where to start.

This is why we provide our clients with the Executor's Aide program. Executor's Aide is a comprehensive set of tools and information, designed to assist an Executor with organization and settling of an Estate in a timely manner.

In the immediate term we notify key organizations that a person is deceased. This helps to protect against Identity Fraud.

In the short term we provide various forms and letters to assist with filing for government benefits and notifying credit card, life insurance, and pension companies.

To assist in the mid- to long- term we provide you with an Executor’s Aide Workbook and access to our Executor’s Aide website. Both include information and worksheets as well as personalized forms and letters.

Our Executor's Aide program:

• Protects against Identity Fraud
• Provides you with the information and direction you need
• Assists you with administrative tasks — saving you time and effort
• Gives you peace of mind that you can settle the Estate in a timely manner

Please note that Executor's Aide does NOT provide you with Legal or Accounting advice. Each Estate is different and you should seek professional assistance for Legal and Accounting matters.