Organization of Documents is essential. Funeral Planning, Asset, Insurance, Liability, Income/Expense Information Consolidation, Development of Net Worth Statement, Budget.

Executor Support Services - Obituaries, Examine & Evaluate Insurance and Financial records, Advocate for family with Estate Attorney, Accountant, & Financial Professionals, Notify all interested parties, Develop Net Worth Statement for surviving Spouse & Heirs, Develop Budget for surviving Spouse, Dispose of deceased personal belongings. click here for more details

The Estate Executor Coordinator will walk you through the process of establishing a statement of net worth or personal financial statement. This document will tell you your net worth at a specific point in time. It is necessary to update this document on a regular basis to ensure its accuracy. Major life changes will most likely effect this document. To prepare for this section, you will need to know the value of all major assets (home, car, bank account, investments, furniture, etc.) and the amount you owe to all creditors.

Establishing a budget will enable you to accomplish your financials goals. Different budgeting methods will be explained and you will select which method is best for you. After you have selected which method is best for you, the estate executor will guide you through each step of the process to design a budget that is right for you. Tools to assist in the budgeting process are available. To prepare for this section, you will need a complete list of all income and expense sources. You should also be prepared to discuss your goals for the future.