I'm an Executor... Now what?

I'm an Executor... Now what?

It sounds like a fancy title, doesn't it? "The Executor of the Estate."

In reality, it's hardly as glamorous as it sounds.

Did you know it takes approximately 500 hours for an executor to complete tasks that have been designated to them by the deceased?

If you’ve been appointed as an executor, this episode of the Money is Emotional podcast can help you learn how to best prioritize tasks, solidify decisions without guilt, and provide you with much-needed encouragement as you carry the weight of executing a will.

Join me in a soul-stirring conversation with Rachel Donnelly , CEO and founder of AfterLight as we candidly discuss what to do as an executor of an estate.

The littlest things can be emotional minefields - Rachel Donnelly

Rachel shares:

  • Her personal story that led her to being a "Death Concierge"
  • Practical advice on when to seek professional help
  • How to navigate the estate administration
  • The importance of collaborative estate planning
  • How to make informed decisions that pay homage to the departed's legacy


Click here to listen, subscribe to the podcast, and share this very important episode!

Jill James

Partnering with self-funded founders to design and run profitable, impact-driven companies. Business design, strategy, operations, and finance.

1 年

Listened to this as a future double executor. I will be driving preparation now or resigning from the job. Also renewed my vigor as a single parent to finish and fund my trust and hire a fiduciary.

Sherri Phillips

Deutsch Photography. Why blend in when you were born to stand out? Headshots, Team Portraits, Personal Branding | Corporate & Nonprofit Events | Commercial Photography | B'Mitzvahs, Weddings, Family Photography

1 年

FIVE hundred hours?! I had no idea.

Sid Misra, CFP?

Certified Financial Planner? - I help individuals & couples manage their finances so they can focus on the important things in life

1 年

This is great information!

David Buck

| Time Management Expert | Revenue Catalyst | Driving Success through Strategic Planning & Execution | Author of "The Time-Optimized Life" |

1 年

Thank you Christine. My mom did an amazing job of preparing her estate before she passed away, then my sister did an amazing job as the Executor. It really impressed upon me that while you can't take it with you...you also need to make sure what is left behind is not a mess.

Julianne Miller, AFC?

A compassionate coach helping women simplify money so they can feel confident overcoming loss, handling financial and estate records, and building a new plan for their money after the loss of a loved one or partner.

1 年

Rachel Donnelly has such a great perspective on how to help clients going through their most difficult time! Love her!

要查看或添加评论,请登录

Christine M Luken的更多文章

  • Saying No to Financial Requests

    Saying No to Financial Requests

    A friend or family member asks for your help financially, whether they ask you to co-sign a loan or give them money…

    8 条评论
  • Comparison, Envy, and Contentment

    Comparison, Envy, and Contentment

    Have you ever caught yourself scrolling through Facebook or Instagram, seeing someone’s picture-perfect vacation, new…

    10 条评论
  • The Good Money Revolution

    The Good Money Revolution

    Today's headlines are plastered with the dark side of money: greed, corruption, scandal, and more. But what if we can…

    8 条评论
  • When Others Control Your Financial Future

    When Others Control Your Financial Future

    I used to think that being good with money was all about knowing the numbers. After all, I had an accounting degree and…

    14 条评论
  • Triumph Over Financial Trauma

    Triumph Over Financial Trauma

    What happens when grief, trauma, and money intertwine? Well, let's just say that the results are less than stellar. In…

    6 条评论
  • Unlock Financial Balance with The Wheel of Money

    Unlock Financial Balance with The Wheel of Money

    Are you ready to level up your finances? ?? Join me on January 28th for The Wheel of Money masterclass—a fun…

    4 条评论
  • Balancing Your Financial Yin & Yang

    Balancing Your Financial Yin & Yang

    In this engaging podcast episode, I unlock the secrets to harmonizing the dreaded budgeting rules with a bit of fun…

    10 条评论
  • All Women Deserve a Seat at the Investing Table

    All Women Deserve a Seat at the Investing Table

    ALL women deserve a seat at the table when it comes to investing! I sat down with Jennifer Rogers Markwell, an…

    13 条评论
  • This is bananas!

    This is bananas!

    This real-life story about the power of generosity is bananas - literally! My friend and author of one of my favorite…

    15 条评论
  • Controlling the Cost of Medical Bills

    Controlling the Cost of Medical Bills

    Are you concerned about the rising cost of medical bills? You’re not alone! In the latest episode of the Money is…

    19 条评论

社区洞察

其他会员也浏览了