by kimberly | Oct 11, 2023 | Certified Executor Advisor (CEA)
As an executor it is necessary that you file tax returns for the deceased and their estate, as well as for any trust that may be held by the Estate. Technically it is the responsibility of the Executor to file these returns and pay the cost out of their...
by kimberly | Oct 11, 2023 | Certified Executor Advisor (CEA)
Yes, the lawyer who does probate usually has experience and knowledge they can use to advise you on most areas of estate administration. Many will already be a Certified Executor Advisor. However, more recently the rules governing lawyers have been changed to...
by kimberly | Oct 11, 2023 | Certified Executor Advisor (CEA)
In many cases, the bank and more commonly, Trust Companies will have a Certified Executor Advisor on staff. However, if they do not, you should ask what experience the person who assists with estate matters has, as these staff members may not have all the information...
by kimberly | Oct 11, 2023 | Certified Executor Advisor (CEA)
In many cases, an executor will be a close family member for whom this is a new role and one with which they are not familiar. There are about seventeen professions that provide information and advice when administering an estate. The Certified Executor Advisor...
by kimberly | Oct 11, 2023 | Certified Executor Advisor (CEA)
Yes, before becoming involved as an executor, you can refuse to be an executor. Commonly the family will arrange for the funeral or it may be pre-arranged. However, being involved in this does not preclude your deciding not to act further. However, deciding if you...
