Free On-Demand Webinar: You've Been Named Executor. Now What?

A plain-English walkthrough of settling an estate in North Carolina. What to handle first, what the full process actually looks like, and the common mistakes that can cause problems along the way.

About 45 minutes. The first fifteen cover what needs attention first.

Nobody Hands You Instructions

Being named executor means you are suddenly responsible for sorting out someone's estate, usually while you are still grieving. There may be bank accounts, bills, property, court requirements, and questions from family members, and most people have never handled any of this before.

Most executors are not lawyers or accountants. They are a spouse, an adult child, or a sibling trying to figure out what needs attention now, what can wait, and what comes next.

This webinar walks you through what actually happens, in order, in plain English.

What the Webinar Covers

✔ What to handle in the first two weeks, including what may need attention right away
✔ Four things not to do, and why they can create problems later
✔ Which assets may require probate and which may pass outside the estate
✔ The five phases of settling an estate, including which ones involve a lot of waiting
✔ How long estate administration really takes and what drives the cost
✔ Common executor mistakes and what personal liability actually means

You'll also get our First Steps Checklist, so you have somewhere concrete to start when the webinar ends.

Who This Is For

✔ You have been named executor, administrator, or trustee, or expect to serve in one of those roles for a North Carolina estate
✔ Someone has died and you're not sure what happens next or whether probate is even required
✔ You've already started and are realizing the process is more involved or time-consuming than you expected

If the estate is entirely outside North Carolina, the deadlines and dollar thresholds covered here will not apply to your situation.

How It Works

1. Complete the registration form.
2. The webinar starts right away. Watch it straight through or come back to it.
3. We send you the First Steps Checklist to help you organize what needs attention.
4. If you decide you'd like help, you'll see how to book a free Discovery Call to find out whether our team may be a good fit for the estate.

Start Watching

There is no cost and no obligation. Enter your information above and start watching right away.

Watch the Webinar