An Executor has sole control over the assets of the estate. Many individuals have never been an Executor before and they aren’t prepared for the challenges they face. All too often matters are mishandled, not from malice, but from inexperience and lack of time.

FFM guides Executors by providing a step by step process to carry out their duties and communicate regularly with family members until their task is complete. Our experienced advice helps Executors avoid common mistakes and unintended disasters.

Gathering and creating an inventory of all assets
Assisting in establishing bank accounts
Contacting creditors and government agencies
Overseeing real estate, residences, commercial properties, timber, farmland
Filing life insurance claims or retirement benefits
Assisting with personal property distributions, hiring estate sale professionals
Establishing and maintaining books and records for the Estate
Warehousing Estate documents in a cloud accessible, AICPA compliant portal
Recording and reconciling bank and investment statements into accounting software
Providing financial reporting, balance sheets, profit/loss, distribution reports
Preparing financial packets, Income tax organizers for CPA
Assist in distributing assets and closing the Estate

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