Serving as the executor of a will can be a time-consuming endeavor that takes up a lot of mental bandwidth. It can be hard to keep straight the various forms, procedures and duties. To make the ...

When you serve as the executor of a will, you’ll need to grapple with a lot of paperwork as you coordinate the distribution of assets and property. Rest assured that whatever step of the probate ...

1. Ensure that you know where the will and other documents are located. This is an obvious first step, but its importance can't be overstated. It will make your job easier if the testator keeps the ...

Forbes contributors publish independent expert analyses and insights. I am a lawyer specializing in elder law and special needs. If you have been named the executor of a deceased person's estate, you ...

An executor is responsible for managing the deceased's finances, settling debts and distributing assets as outlined in the will. Tasks of an executor include notifying authorities, closing accounts ...

If you are an executor of an estate, you must carry out your duties responsibly. Here are the common steps required of executors. What should you do now, before having to assume the role of executor?

In my practice as investment counsel to high-net-worth families, one of my roles is to help clients plan for family and charitable legacies. That involves integrating financial and estate planning, a ...

Q. I am the executor of my aunt’s estate, I have paid all taxes and have the stocks in an account. There are three cousins who will not sign off on the distributions I planned. We have a New Jersey ...

Q. My sister and I are both equal beneficiaries of my mother’s estate in New Jersey. We also both hired attorneys and the executor, a family friend, is moving slowly. It’s been more than a year and ...