Articles and audio on New York Professional Executor

E181 3 Examples of a Professional Executor to the Rescue

E181 3 Examples of a Professional Executor to the Rescue


Today we’ll share a few recent examples of why folks were so happy and relieved to find me, and name me executor in their will

Today’s stories:

  1. Don’t want to burden the boyfriend
  2. Former co-worker as a last resort
  3. Relieving an old friend

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E177 Yes, I Can Be Your Executor Outside New York State

E177 Yes, I Can Be Your Executor Outside New York State


I keep getting calls, asking me to be executor outside New York. I’m flattered, and honored, and yes AVAILABLE for that role.

  1. Locality becoming less important
  2. In-state agent requirement
  3. Reciprocal nonresident executor law

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E170 How to Name a Professional Executor in Your DIY Will

E170 How to Name a Professional Executor in Your DIY Will


Against all advice, you’ve decided to use a DIY will. But you also want to name me your professional executor.

Today we’ll discuss:

  1. When you call me
  2. Show me your DIY will
  3. Supervised signings

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Pick up my books on Amazon. Reviews always appreciated!

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Sign up to my email list for book announcements

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WATCH

Subscribe to my YouTube channel

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LISTEN

Subscribe to the “Simple Money Wins” podcast at:

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E168 Stay in Touch with Your Professional Executor

E168 Stay in Touch with Your Professional Executor


So you’ve named me executor in your will (or trustee of your trust). What’s next?

We’ll discuss:

  1. Regular check-in calls
  2. Where are your documents?
  3. How else I keep in touch
  4. How I’ll be informed when you pass

==========

READ

Pick up my books on Amazon. Reviews always appreciated!

==========

JOIN

Sign up to my email list for book announcements

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WATCH

Subscribe to my YouTube channel

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LISTEN

Subscribe to the “Simple Money Wins” podcast at:

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E164 Can I Be Your Executor in Another State (Outside New York)?

E164 Can I Be Your Executor in Another State (Outside New York)


Yes, I can and have served as executor for clients outside of New York. You just need to be aware of the pros and cons.

Pros:

  1. General legal and tax knowledge
  2. Independence
  3. General understanding of process

Cons:

  1. No local knowledge
  2. No boots on the ground
  3. More expensive

==========

READ

Pick up my books on Amazon. Reviews always appreciated!

==========

JOIN

Sign up to my email list for book announcements

==========

WATCH

Subscribe to my YouTube channel

==========

LISTEN

Subscribe to the “Simple Money Wins” podcast at:

==========

3 Commons Mistakes When Choosing the Executor

E152 3 Common Mistakes When Choosing the Executor


Your executor is NOT your best man, maid of honor, best friend, or favorite child.

We’ll discuss:

  1. Making sure your Executor qualifies
  2. It’s not about “favorites”
  3. Not a “job” to hand out as charity

==========

READ

Pick up my books on Amazon. Reviews always appreciated!

==========

JOIN

Sign up to my email list for book announcements

==========

WATCH

Subscribe to my YouTube channel

==========

LISTEN

Subscribe to the “Simple Money Wins” podcast at:

==========

E86 How To Choose The Right Trustee For Your Family Trust 956x538

E86 How To Choose The Right Trustee For Your Family Trust


Family trusts can give lots of benefits and protections. But only with the right trustee running things.

How to Choose the Right Executor for Your Will 956x538 blog

How to Choose the Right Executor for Your Will [Podcast]

(1) Trust is Key, (2) Take Age Into Consideration, (3) Put One Person in Charge of the Will, (4) Learn the Residency Rules Where You Live, and (5) Know When a Trust Makes Sense

How to Choose the Right Trustee for Your Estate 956x538 blog

How to Choose the Right Trustee for Your Estate [Podcast]

(1) Should my trustee be my spouse or child? (2) Should my trustee be my attorney, accountant or other trusted adviser? (3) Should my trustee be a bank or trust company? (4) Would having more than one trustee be my best option instead?