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WATCH: 5 Things You Should Know as a First-Time Estate Executor

Free on-demand workshop teaches you about your role as an estate executor, what probate is all about, & where you can turn to for help with the estate settlement process.

Posted on December 8, 2021 by Sara Hillier

Being named as an estate executor can seem overwhelming and downright scary. Rest assured, you're not the only one asking yourself "What's my role as an estate executor? What's involved in the settlement process, and what do I need to do next?"

These questions are so common that we presented this workshop to provide the answers and talk about the 5 things you should know as a first-time estate executor.

Below you'll find a recording of the workshop that you can watch any time that's convenient for you. You'll learn about:

the estate settlement process and your duties as executor
what the probate process is, why you need to go through probate, and the fees involved
how to communicate transparently with beneficiaries
common estate settlement pitfalls that can cost you (and your beneficiaries) time and money - and most importantly, how to avoid them
where to turn if you need help with the estate settlement process

If you have questions and want to speak to an expert estate professional, don't hesitate to book a free consultation.

Watch On-demand: 5 Things You Should Know as a First-time Estate Executor

Sara Hillier

Sara is a designated TEP (Trust and Estate Practitioner) and MTI (Member Trust Institute) with 14 years of experience in the estate planning and settlement fields. Sara uses her extensive knowledge to provide thoughtful and compassionate guidance in an approachable manner.