Executor and Executor Advisor

Don Couse offers two distinct executor services.

  • As the sole executor or as a co-executor, Don settles the estate – to the final distribution of assets to the beneficiaries. He teams with other professionals, such as lawyers and accountants, when necessary.

Who uses independent executor services? Anyone with a will who requires a trustworthy, knowledgeable person to settle their estate.

  • The second service is Certified Executor Advisor (CEA). A CEA is an accredited specialist, professionally qualified to assist and advise the executor appointed in the will. The CEA provides direct assistance but does not become the executor of the estate.

Who uses the assistance of a Certified Executor Advisor? An executor with limited knowledge or experience in managing an estate, or the time to do so. An executor living some distance away, making estate management more difficult. Anyone who, for many reasons, may not be able to carry out the executor duties unassisted.

Benefits of using Don as your Executor or Certified Executor Advisor
With extensive experience in the financial business, Don is well versed in the asset makeup of an estate. He has access to other vetted networks that may be required in the process of settling the estate: appraisers, real estate professionals, lawyers, accountants to name a few.

“PROTECTING FAMILIES AND PROVIDING PEACE OF MIND – THAT’S WHAT I DO!”