Executor & Trustee Forms

Being an executor or trustee for someone else’s estate is a largely thankless job. Aside from the substantial time commitment, it can also involve angry family members, belligerent lawyers, grueling hours spent in court, and endless paperwork.

Paperwork is something of a specialty of ours however, so let us make it easier for you. From letters to creditors and financial institutions, to checklists to help you know what needs to be done, we are here to help.

Our Learning Zone will also walk you through common estate planning legal terms, differences between commonly-misunderstood documents, and even a Beginner’s Guide to Estate Planning which includes several helpful quick explanations and articles. We’ll help explain the difference between a last will document, a living trust and a living will, and keep you informed on everything you need to know to perform as trustee or executor.

The best part? Both the executor/trustee forms above and our educational Learning Zone are 100% free! No strings attached, use them at your leisure with no obligations.

Another way we help make your job easier is through our Estate Vault document sharing system. Anyone can upload their signed documents to their secure Estate Vault on our website, and share them with whomever they like (for example, their executor or trustee!). Having access to all of the principal’s documents in one place will you avoid the hassle of tracking down their last will, living trust or other critical estate planning documents.

Use us as a resource, we’re here to help, and if you run into any questions feel free to click the Live Chat button or give us a call, we love talking to our customers!

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