Webinar Replay

Liz O'Neil
The Role and Responsibilities of an Executor
Guest Expert: Liz O'Neil. Esq.,

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. 

Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.

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

Attendees Rating:

Excellent (90%)
Average (10%)
Below Average (0%)

Attendees Comments:

Missy Davis
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.
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.