Executor Duties

Executor Duties are carried out by an Estate Trustee, formerly known as an Executor. They have been given fiduciary responsibility of managing someone else’s financial affairs after they have deceased.

The Executor or Estate Trustee has typically been appointed by the deceased person in their Will prior to death.

Executor Duties or Estate Trustee Duties include ensuring a deceased person’s Last Will and Testament is properly executed according to their wishes. Executor’s or Estate Trustee’s are expected to handle all assets and liabilities with due care and in a responsible manner as a prudent person would handle their own affairs.

At a high level, an Executor’s or Estate Trustee’s fiduciary responsibilities include remaining honest, avoiding conflicts of interest, communicating fully and transparently with beneficiaries, and to administer assets and liabilities as timely and as accurately as possible in a way that any careful, intelligent person would look after their own affairs.

How Are Executor Duties or Estate Trustee Duties Appointed?

Executor Duties are carried out by the Executor or Estate Trustee that is legally appointed in the deceased person’s Last Will And Testament. Their responsibilities begin the moment the person has deceased.

How Many Items Do Executor Duties Cover?

Many people are unaware of the full Executor Duties responsibilities that an Estate Trustee or Executor has. Even in a simple estate, there can be over 400 time-consuming tasks that need to be performed.

In addition, an Executor or Estate Trustee can be subject to personal liability risk and the possibility of legal action for inappropriate handling of an estate, therefore it is imperative that Executor’s or Estate Trustee’s are fully informed of their required Executor Duties or Estate Trustee Duties.

An Executor or Estate Trustee must also keep accurate financial records and be ready to present them to beneficiaries and legal courts, either in a formal or informal manner.

How Can You Benefit From Executor Duties On Demand Executor Duties Services?

It is important that an Executor or Estate Trustee use whatever resources they need to ensure the affairs of the deceased person’s estate are handled properly.

Executor Duties On Demand can assist Executor’s or Estate Trustee’s in all areas of administering an estate including the following:

  • Professional Accountants to help prepare taxes
  • Estate Lawyers for estate administration, tax probate, and other needs
  • Investment Advisors
  • And Professional Executor or Estate Trustee Services

We can help you make the right decisions and simplify your Estate Trustee or Executor Duties process. You can keep your current advisors as we simply complement your existing professional team, or you can add the assistance of our professional team.

Our team is comprised of chartered accountants, tax specialists, trust and estate lawyers, and estate trustees who will ensure you have the right information and that you are correctly fulfilling your responsibilities.

We can do as much or as little as you wish, an hour, a day, or a month at a time. We charge by the hour, so we are able to assist you, regardless of the estate size. You also only pay for the actual work that is performed.

What Sets Us Apart From Our Competition?

Executor Duties On Demand sets itself apart from other companies in that we are a full service solution provider for all your Estate Trustee or Executor Duties on an hourly basis.

You benefit from all of the following:

  • You choose the level of service you want ¬†at low affordable hourly rates
  • All size estates are eligible for assistance
  • You can use our Trust and Estate Professionals to compliment your current advisors
  • You make all final decisions while we do all of the leg-work
  • Your financial rescords are put into court approved Passing Form
  • You benefit from our up-to-date estate law and tax knoweldge¬†minimizing your personal liability

What Past Clients Think About Our Executor Duties Services

“Michele Follows is a delight to work with!

Her professionalism and extensive knowledge is only enhanced by her warm, people centric personality.

She is always quick to respond and go the extra mile for her clients!

I happily recommend her to anyone!”

Claire Lennon, Room Utopia Interiors
“I have known Michele for 20 years. Her enthusiasm, communication skills and professional demeanor were apparent prior to hiring her three years ago to assist my sister and I with our estate trustee responsibilities as named executors in my mother’s will.

We anticipated working without executor assistance, however, executing the will was more complicated than we originally expected.

Michele consistently affirmed our trust in her management of our estate trustee issues.

Michele is reliable, dedicated, and eternally upbeat with an ability to calm us with efficient and effective issue resolution suggestions.

Michele shared a wealth of relevant experience on estate trustee planning with timely meetings and written reports with accurate and thorough document preparation and filings.

Of particular value to us was the quality of professionals that were important components of Michele’s estate trustee management network.

Michele’s coordinated the involvement of these selected professionals that play an important role in estate planning such as lawyers, accountants, and investment advisors with relevant experience.

Michele provided a vital service to us with unmeasurable value to my mother’s estate at minimal cost.

Michele is a hardworking and top-performing estate trustee professional. She has my highest recommendation, and I am happy to furnish more details if you would like additional information.”

Stephen Groom, DVM, PhD, DACVP