Tag: estate trustee with a will

Explaining Common Will Clauses – Part 2

In my post, Explaining Common Will Clauses – Part 1, I covered some common legal terms used in wills. Janet now asks, “What is the difference between executor and estate trustee?” Executor or Estate Trustee? The gender-neutral term used today is estate trustee. For simplicity, the word…
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Make Sure Your Executor Isn’t Dracula

Why People Choose the Wrong Executor You wouldn’t think of naming the Transylvanian Count as your executor. But is naming your family always better than naming the Count? People do make crazy mistakes picking executors. Let me give you my guide to choose the best executor. Bad…
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Why Executors Need to Assess Risks

Did you ever turn down a job offer? Your instincts probably said it wasn’t right or a good fit. The offer to serve as estate executor is like a job offer. It may be a job you should turn down.  You need more than good instincts to…
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