Executor & POA Services

Many clients request that we take on the role of POA or Executor for various reasons. Some prefer an impartial and professional individual to handle these responsibilities so their loved ones are not burdened, or they have previously designated a lawyer or wealth management advisor but still need someone to manage the detailed tasks of shutting down household services and accounts, distributing personal items, coordinating communications, handling paperwork, and more.

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What You Should Expect From Tight Ship Advisors As Your POA or Executor:

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- To act as your trusted agent that can manage all aspects of probate and is legally accountable at every turn.
- To be an impartial & judicious professional that will make all decisions regarding the estate in a manner that is respectful of your wishes.
- The professional that will coordinate all other advisors & professionals such as lawyers, accountants, and real estate agents in matters of disposing or distributing assets, reconciling all remaining debts/accounts.

 

The Fine Details:  What A Professional Executor Does -

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The true nature of an executor's duties are very labor and time intensive and also require a certain level of financial & legal acumen — managing all important legal, financial & personal documents , managing and reconciling all financial/bank accounts, safety deposit boxes, and properties, just scratch the surface.  

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As your executor we will manage the entire process creating inventories of assets and liabilities, reviewing the will, locating beneficiaries, distributing the estate according to final wishes, filing paperwork, coordinating tax reconciliation, facilitating communications among loved ones, donating goods, and overseeing the sale of homes, automobiles, and personal items.  And, we carry out all our duties with the individual's personal wishes in mind.