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A Guide for Estate Executors: Duties and Mistakes to Avoid

Are you an estate executor or about to become one? This month, Neil and Molly break down what you need to navigate the complex responsibilities that come with this important role. 

From understanding your legal obligations to managing the estate’s assets efficiently, we cover essential duties and common pitfalls. When it comes to your estate plan and the executor you have selected, this video can help you think through the fit of who you have selected, and if you should take more steps to discuss your intentions and share more information to help them effectively fulfill their duties. 

Don’t let the complexities of estate management overwhelm you—watch our video to ensure you or your executor is prepared for the process!

Neil Davies

Neil Davies, CPWA®

Principal, Director of Private Wealth

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.

Molly Powers

Molly Powers, CFP®

Private Wealth Associate

Molly advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Molly.