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Never before has there existed this kind of "Value Add" service especially cultivated to assist testators.
Who is a testator?
Anyone who creates a will for himself or herself is a testator.
In general, you must be:
There are several options you can select from to have Executor Services assist with your estate.
Executor Services can:
Our team came together after each going through this process finding a lack of resources & difficult tasks like collecting documents and dealing with beneficiary disputes. We found limited outside resources and assistance other than the much-needed legal advice from the estate attorney. We knew there was a need and collectively devised a better plan for the executor, so they are prepared to handle and have support in completing their more than 150 tasks.
Below are some other details you should be aware of, and expectations you should have of your executor.
ES will continuously monitor the position of your estate while developing and tracking milestones. The estate's progress will be provided to the executor in detailed reports.
An experienced estate account representative will assist the executor in identifying and locating the decedent's assets. Once the assets are identified our expert team will provide the executor with vetted vendors to value physical assets such as real estate, vehicles, jewelry, art, etc.
Executor Services will also help identify the decedent's credit accounts and web presence so that these accounts can be closed. Closing these accounts greatly reduces the risk of possible identity theft.
Each month Executor Services will evaluate the position of the decedent's estate. The executor will be provided with a report including a detailed summary of the month's authorizations, transactions, milestones, outstanding actions and more!
We understand that named executors may not have the extensive time that is required to research and contact agencies and businesses like the social security administration, credit bureaus, utility companies, vendors and social media companies. For this reason, ES maintains a repository of vetted vendors to assist in tasks like appraisals, auctions, clean-outs etc.
Executor Services LLC
37 McMurray Road, Bldg. 1, Suite 204, Pittsburgh, Pennsylvania 15241
Phone: 412-515-0141
Copyright © 2024 Executor Services, LLC - All Rights Reserved.
Session 1:
Family Preparedness: Getting a
Plan in Place for Transitions
Tuesday, 10/15/24 6:00 - 7:00 pm
Session 2:
Estate Settlement from
the Executor's Perspective
Tuesday, 10/22/24 6:00 - 7:00 pm
Presented by: Charles J. O'Neill, Jr., CEO & Founder
Hosted by: Peters Township Public Library
616 E. McMurray Rd
McMurray, PA 15317