Executor Services
Settle the estate faster, avoid costly mistakes, and protect family relationships—with the right level of guidance for your situation.
Executor Support Without the Overwhelm
Being named an executor can feel overwhelming. You’re suddenly responsible for legal, financial, and family decisions—often while grieving. Most executors spend 570+ hours navigating the process, with average legal costs of $14,000.
Get the roadmap and support to handle this role with clarity and confidence.
Prioritize
- 30-min consultation
- Priority action plan
- Identify blind spots
- Flag risk points
Roadmap
- 90-min consultation
- Comprehensive action plan
- Identify blind spots
- Flag risk points
- 30 days email support
Plan + Tools
- 90-min consultation + 60-min Q&A call
- Action plan + essential document templates
- Task map & tracker
- 30 days of email support
Guided
- 90-min consultation + four 60-min coaching calls
- Action plan + document templates
- Task map & tracker
- Communication templates to manage beneficiaries & family
- 90 days of email support
✔ Can the Estate cover these fees?
Yes. In many cases, executor-related support fees can be reimbursed by the estate. This means you don’t have to shoulder the cost personally. We’ll guide you on how to structure this appropriately.
Why Families Choose SageVault
Save Time
Save Money
Reduce Stress
Cut through 100+ hours of confusion with a clear plan.
Narrow the scope before hiring attorneys and reduce legal fees.
Neutral support that keeps families aligned and relationships intact.
Trust & Credentials
Trusted By Families and Professionals
Certified Executor Advisor
20+ Years of Operational Leadership
Built from Real Family Experience
National certification backed by expert training in estate administration and support.
Proven experience guiding people through complex logistics, planning, and communication.
Inspired by personal loss and grounded in real-life challenges—so you get empathy, not just expertise.
Not Sure Where to Start? Let’s Tailor It Together.
We understand every family is unique. Whether you’re in crisis, facing family tension, or need a hybrid solution—we offer custom services to match your situation.
You’ll begin with a short intake form to help us tailor your session. Once submitted, we’ll share next steps and a booking link.
“I had no idea what I was supposed to do as Executor, and I felt like I was failing my family. Tara gave me clarity, calm, and a plan. I couldn't have done it without her.”
Jane M
Free Guide: The Executor’s Survival Guide
FEELING OVERWHELMED? 63% of executors report feeling unprepared for their duties, with the average estate taking 570+ hours to settle.Download “The Executor’s Survival Guide: 5 Critical Steps & 7 Costly Mistakes to Avoid” This practical checklist helps you:
- Understand the five distinct phases of the executor journey
- Navigate critical first steps for securing assets and documents
- Avoid common pitfalls like acting without legal authority
- Create an organized approach to managing estate responsibilities
-
Identify when you might need professional assistance
Recent Articles
Explore articles designed to empower Executors and POAs—whether you’re planning ahead or already in motion.
What Assets Avoid Probate (and Which Face Taxes)
What Assets Avoid Probate—And Which May Still Be Taxed When someone passes away, their loved...
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The Final Goodbye: How to Plan a Memorial Service
What Planning a Memorial Is Really About Let’s be honest—talking about memorial planning isn’t exactly...
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The Executor’s Circle of Experts: Who You Need and Why It Matters
You Inherit More Than a To-Do List When both of my in-laws passed away—on the...
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