Simple Money Wins
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.
E170 How to Name a Professional Executor in Your DIY Will
/in Executor /by Anthony ParkAgainst 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
/in Business, Probate /by Anthony ParkFor 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
/in Executor /by Anthony ParkSo 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