How it works

A clear, guided process from the first call to final distribution.

A guided process, start to finish

When you work with Executors Resource, our guided process stays with you through the entire estate. We prepare your documents, track court deadlines, answer your questions, and coordinate every moving part — so you do not have to keep it all in your head.

Managing your case online

Your secure online portal

Everything lives in one place. Through your online portal on this site, you can see exactly where your case stands, view and complete tasks, upload documents securely, and reach our team whenever a question comes up. No more wondering what comes next — your portal shows you.

The steps

1. Free consultation

We learn about the estate and recommend the right path — full administration or a simpler alternative.

2. We prepare everything

We assemble the application and supporting documents from the information you provide in the portal.

3. Attorney review and court hearing

An independent appearance attorney reviews the documents and handles the court hearing when one is required.

4. Administration

We help you notify creditors, inventory assets, settle valid debts, and keep the estate on track.

5. Closing the estate

We help with final distribution and, if needed, coordinate the estate’s tax return so everything is properly wrapped up.