Estate Planning
Just Named Executor? What to Do First (And What Can Wait)
Overwhelmed after being named executor? Here's what actually needs to happen now, what can wait, and how to avoid early mistakes that create more stress later.
9 min read
Read
The HeirPortal Blog
Guides and insights for estate executors and families navigating the probate process.
Estate Planning
6 Months Into Probate and Feeling Stuck? How to Regain Control
Probate taking longer than expected? Feeling lost in the messy middle? Here's how to tell if you're on track and regain control of the process.
7 min read
Read
Estate Planning
Managing Multiple Estates: The Professional Executor's Guide to Scaling Without Burnout
Strategies for attorneys and professional fiduciaries managing multiple estates simultaneously. Learn how to systematize family communication and deliver white-glove service at scale.
11 min read
Read
Estate Planning
Should You Say Yes to Being Executor? What to Know Before You Accept
Being named executor is an honor—but it's also a major commitment. Here's what to consider before you accept, and how to talk to aging parents about their estate plans.
9 min read
Read
Estate Planning
The Executor's Complete Guide to Probate: Everything You Need to Know
Complete guide to probate process, executor responsibilities, timelines, and common mistakes. Learn what you need to do and when to do it.
19 min read
Read
Estate Planning
Stop the Endless Phone Calls: Why Executors Need Centralized Communication
Tired of constant calls from family members? Learn how to centralize estate communication and reduce executor burnout in the probate process.
10 min read
Read
Get executor tips in your inbox
Weekly guidance for navigating the probate process. Unsubscribe anytime.
Ready to simplify estate communication?
Keep your family informed throughout probate — without the endless phone calls. Start your free 14-day trial today.