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being the Executor of Your Parent’s Estate

Being name executor is an act of trust, and it comes with real responsibility. Preparing with clear conversations and simple planning, can ease future stress and ensure your loved one’s wishes are honored with confidence and care.

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Where to Begin 

Knowing what it means to be an executor helps you step into the role with clarity, confidence, and a plan to honor your loved one’s legacy. Planning ahead as the executor of an estate isn’t just helpful, it’s a gift to your future self and your family. By taking steps now, you can reduce stress, avoid confusion, and ensure your loved one’s wishes are carried out with care and clarity.

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Learn More

Understand roles and responsibilities and steps you can take now to be prepared.

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Checklist

Take important steps now to prepare for your role as an executor.

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Conversation Guide

Starting conversations early with aging parents and family members ensures alignment and honors parents' wishes clearly and respectfully.

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old man

Where to Begin 

Knowing what it means to be an executor helps you step into the role with clarity, confidence, and a plan to honor your loved one’s legacy.

book
Learn More

Understand roles and responsibilities and steps you can take now to be prepared

Digital Guidance

Explore technology-driven solutions and expert advice on preparing to manage an estate

  • Online platform that creates custom executor plans with interactive checklists and guidance, founded by a Miami University business professor after personal experience as executor.

  • Mobile-first DIB probate and estate settlement platform empowering families with step-by-step guidance and automated reporting.

  • Award-winning Silicon Valley-based online software that provides automated step-by-step guidance and estate accounting for executors, with state-specific customization for all US jurisdictions.

Document Storage

Explore secure options for organizing and maintaining estate documentation

  • AI-powered Family Operating System for secure document storage and organization.

  • Digital vault for organizing and sharing estate planning documents and end-of-life planning.

  • Secure digital vault for families to store and share important documents and valuables.

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