Simple Money Wins

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

E169 5 Tips to be a Great Probate Paralegal

E169 5 Tips to be a Great Probate Paralegal

For our paralegal listeners who want to add this practice area to their toolbox.

For our clients, a sneak peek behind the curtain to see all that Janice does for you.

The 5 tips:
(1) Research, research, research
(2) IRS and taxes
(3) Use checklists
(4) Phone skills
(5) Learn your attorney

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

Anthony S. Park

Anthony S. Park

Executor, Attorney, Entrepreneur

I’m a New York executor and attorney, helping folks with estates, real estate, and inheritance.

I’m also an entrepreneur, ranging from running a factory in east Africa to local retail businesses.

I also podcast and write books, to share knowledge about how to make your legal and money matters easier.