Executor Services LLC

Series 2, Episode 4: Distribution and Final Settlement

In this episode we will be continuing with where we left off with our last episode on real estate and the sale of property discussing taxes and settlement close out vs. executor closeout tasks.
The closing can potentially be the most critical part of the real estate process, and so many things can come along to derail it going through successfully.

Series 2, Episode 3: Administration (Legal Guidance v. Executor Actions)

On this week's show, join us as we welcome back Estate Attorney Michael Nalli, Esq.On this 3rd Episode of Series II - "Administration: Legal Guidance v. Executor Actions", we will be discussing the administrative side of settling an estate.Mike and Chuck compare & contrast the legal guidance versus executor actions during the settlement stage of an estate.

Series 2, Episode 2: Opening of an Estate (Legal Tasks vs Executor Tasks)

In this episode, Chuck O'Neill and estate attorney Michael Nalli, from Nalli, Elias & Associates to discuss how Executor Services and estate attorneys work together to open an estate.

Series 2, Episode 1: Planning (Estate Planning v Executor Planning)

On this first episode of Series II, "Estate Planning vs. Executor Planning" we explore the legal documents, preparations & priority of the process of estate planning as well as planning for the executor.

Series 1, Episode 4: The Executor and Settlement Tasks

Let's talk about the grind! Executors are responsible for a high load of administrative work and potentially difficult estate decisions with loved ones and beneficiaries. Navigating this process poses varying degrees of difficulty, depending on the complexities of each estate, so listen in!

Series 1, Episode 3: Pre-Planning from the Executor’s Perspective

Executorship can disrupt lives and preparing to be as estate executor is no one's favorite topic. In this podcast, learn how preparation can make a big impact on an executor's level of effort. Working with the testator to leave their affairs in order, securely managed, and organized, can save the executor months of work down the line.

Series 1, Episode 2: Estate Data Preservation and Technology

Leveraging 30 years of military intelligence and cyber-security experience, Chuck talks about securing and protecting estate's digital assets in the age of social media. Listen to this podcast to learn everything estate executors need to know when it comes to online / digital properties.

Series 1, Episode 1: The Executor’s Team and Their Roles

While estate management may involve large teams with estate attorneys focused on legal matters, CPA’s for tax purposes, and financial planners for investments and retirement accounts, there is still a considerable amount of discovery, control, and administrative work that is legally placed on the executor.

Welcome to Executor Services!

Our Executor Podcast Series features our CEO, Chuck O'Neill and WJAS radio host as they discuss the challenges of being an estate executor and how to overcome them.