Executor & Trustee Plan

You were named executor or trustee. Here’s what that means.

Being named executor or trustee is an honor and a real legal responsibility. You owe duties to the beneficiaries, you face deadlines, and you can be personally responsible for mistakes. We walk you through every step so you can do the job with confidence.

Call (844) 544-PLAN to schedule

The short answer

We can meet with your trustee at no cost to help them understand their obligations and responsibilities. An executor usually needs a court appointment first; a trustee can usually act without court involvement.

Do this first

✓Find the original will or trust and the death certificate

✓Secure the home, vehicles, and valuables

✓Do not pay debts or distribute anything until you know the rules

What happens without a plan

Where executors and trustees get into trouble

Missed deadlines

Without a plan

Will filing, creditor notices, and tax returns each have deadlines. Missing one can cost the estate money or expose you personally.

With the Executor & Trustee Plan

We give you a written list of every deadline and handle the filings.

Paying the wrong people

Without a plan

Paying heirs before creditors, or paying debts in the wrong order, can make you personally liable.

With the Executor & Trustee Plan

We tell you what to pay, in what order, and when it is safe to distribute.

Family disagreements

Without a plan

Beneficiaries may question your decisions, your fees, or your timing.

With the Executor & Trustee Plan

Clear records, regular updates, and a lawyer at your side keep disputes small.

What the plan includes

How we support you

No-cost trustee meeting

We meet with your trustee at no cost to explain their obligations and responsibilities.

Deadline checklist

Every filing, notice, and tax return date in writing.

Probate or succession filing

For executors, we open the estate and get your letters from the court.

Asset inventory and valuation

We help you list and value everything the estate or trust owns.

Tax returns and elections

We coordinate the final income tax, estate tax, and portability elections.

Distribution and closing

Deeds, account transfers, receipts, and a clean final accounting.

Questions

Common questions

Every family is different. A 15-minute call with a licensed attorney answers the rest.

MississippiMississippi Probate Guide→ LouisianaLouisiana Succession Guide→ Washington, D.C.District of Columbia Probate Guide→

What is the difference between an executor and a trustee?

An executor handles property that passes through probate under a will and is appointed by the court. A trustee manages property already held in a trust and can usually act without court involvement.

Do I have to accept the job?

No. You can decline or step down. If you decline early, the named backup or the court steps in.

Can I be paid for serving?

Usually, yes. The will, the trust, or state law sets what is reasonable. Many family members choose to waive a fee.

Does a meeting with you cost anything?

We can meet with your trustee at no cost to help them understand their obligations and responsibilities. Handling the administration itself is a separate flat-fee engagement for uncontested matters.

Do the job right, with a lawyer beside you.

In 15 minutes, a licensed attorney will tell you what your family needs and quote the flat fee in writing.

Call to schedule