The Executive Estate Planner & Companion Executor Guide

The Executive Estate Planner & Executor Companion Guide is designed for estates that require more than basic organization.

Building on the foundation of The Heritage Estate Planner, this Advanced Edition addresses the realities that often complicate estate administration: unclear authority, delayed institutions, family tension, business interests, illiquid assets, and the significant workload placed on executors.

This guide is intentionally guide-first. It explains what matters before asking you to complete any worksheets, helping you understand how estate administration typically unfolds in real life—and where plans most often break down.

Inside, you’ll find:

• Clear explanations of complex estate and executor responsibilities in plain English
• Decision-making frameworks for sensitive or high-stakes situations
• Guidance for business continuity, illiquid assets, and liquidity planning A full executor playbook with step-by-step timelines
• Communication and record-keeping tools designed to protect executors and reduce conflict
• Worksheets and checklists placed at the end of each chapter for practical use

This book can be used as a standalone advanced planner or alongside the core Heritage Estate Planner as a deeper layer of preparation. It does not replace legal or tax advice.

It helps ensure that plans are understandable, executable, and resilient in real-world conditions.