Estates & Executors: A Beginner's Guide

Start the new year with a plan and peace of mind!

Join us for a two-part series about estate settlement and the role and responsibility of executors. Chuck O’Neill of Executor Services, LLC will lead talks about the necessity of planning ahead as well as the specific issues facing executors.

Session 1: Family Preparedness: Getting a Plan in Place for Transition (January 11th)

In this session, we will discuss the importance of documenting and capturing you or a loved one’s life’s work and legacy. This critical consolidation of records will give you a complete picture of your current assets and liabilities. Having all of your information in one safe and secure location will give you a complete detailed portfolio and a clear path towards future planning goals. Trying to figure things out during a crisis adds significant stress and unneeded anxiety. We will educate you on the components needed to get an accurate plan in place for transitions and why it is important to start right away.

Session 2: Estate Settlement from the Executor’s Perspective (January 18th)

This session is designed to educate you and your family on the issues that executors face when appointed as the Personal Representative of an estate. We will discuss the documentation, the time required by the role, and we’ll provide knowledge that all executors should be aware of before assuming the role. Estate settlement from the executor’s perspective will provide you with insight on how being properly prepared will help you avoid estate pitfalls.

Bio: Chuck O’Neill is the Founder and CEO of Executor Services, LLC. He has a BS in Administrative Law from Duquesne University and is retired Colonel, US Army. He has trained professionals in commercial industries as well as the federal government and military organizations over the past 20+ years. Chuck has been teaching Continuing Legal Education (CLE) subjects for the legal community for the past seven years, covering topics ranging from technology to executorship challenges. His educational sessions bring his experience to cut through the complexities and provide participants with down to earth, actionable information, giving you valuable insights, dynamic discussions, and a sense of relief.

Registration is required.