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The Role and Responsibilities of an Executor 06-25-2024

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Excellent (90%)
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Missy Davis

Wed, 06/26/2024 - 13:12

Comments
A few comments from listeners when they were asked what the learned from the webinar:

Good list of vocabulary and did not know that Federal Student Loans were forgiven for the deceased.
- Marian J.

Happy to understand more about Ancillary Probate process and that holding property in trust is a good idea. Some attorneys do not favor this concept.
- Michelle L.

Creating a checklist of steps taken by an Executor is tremendously beneficial to share with clients or utilize oneself
- James M.
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The Role and Responsibilities of an Executor
Presented by Liz O'Neil. Esq.,
Liz O'Neil

In this webinar estate planning attorney Liz O'Neil talked about the key responsibilities that an executor or executrix (the terms are interchangeable, with "executor" being gender-neutral) assumes when overseeing an estate. The role of an executor is crucial, as they are legally responsible for managing the estate through the probate process according to the deceased’s will and applicable law. 

Attendees Comments:

A few comments from listeners when they were asked what the learned from the webinar:

Good list of vocabulary and did not know that Federal Student Loans were forgiven for the deceased.
- Marian J.

Happy to understand more about Ancillary Probate process and that holding property in trust is a good idea. Some attorneys do not favor this concept.
- Michelle L.

Creating a checklist of steps taken by an Executor is tremendously beneficial to share with clients or utilize oneself
- James M.