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5 Things to Think About Before Naming Co-executors

5 Things to Think About Before Naming Co-executors

by David Edwards | Oct 6, 2021 | Wills and Trusts

We often get the question, “Should we name more than one child as a co-executor?” In the end, it’s a personal choice as to whether you do or not, but here are some things to think about. 1. Who will really do the work? Often if there are...
7 Things Every Executor Needs to Know Before the Funeral

7 Things Every Executor Needs to Know Before the Funeral

by David Edwards | Mar 5, 2020 | Death of a Loved One, EP-ProbatePage, Home, Probate

Being an executor is a big responsibility. One that requires great integrity and diligence. Many people will only experience this role once or twice in their life, and it can be hard to know what an executor needs to do. Here are 7 things for an executor to consider...
12 Duties of a Helper: What Do Executors, Trustees, Guardians and Powers of Attorney Really Do?

12 Duties of a Helper: What Do Executors, Trustees, Guardians and Powers of Attorney Really Do?

by David Edwards | Mar 15, 2017 | Elder Care Advising, Estate Planning

Every estate plan needs a good helper(s). Choosing those helpers can be tough. Your trustee, guardian, power of attorney, or executor will be responsible for making decisions when you become disabled (like from a stroke or dementia) or pass away. But what exactly are...
The Checkbook Test: Can your executor or trustee pass it?

The Checkbook Test: Can your executor or trustee pass it?

by David Edwards | Sep 22, 2015 | Elder Care Advising, Estate Planning, Power of Attorney

Good “helpers” are essential to an effective plan. Could the people you’ve chosen as executor, trustee, power of attorney, or guardian pass this simple test? Every Estate Plan Needs a Good Helper We talk about good “helpers” a lot, and...
Avoiding Common Probate Pitfalls: A Guide for Families

Avoiding Common Probate Pitfalls: A Guide for Families

by Brandon Akers | Mar 13, 2025 | EP-ProbatePage, Probate

Navigating the probate process can be challenging, but it doesn’t have to be. Taking the time now to learn about the probate process and understand some of the more common probate pitfalls and roadblocks can help you and your family avoid unnecessary stress and...
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