Executor Services

Executor Support Without the Overwhelm

Step into your role with clarity and confidence. SageVault helps Executors and Powers of Attorney navigate responsibilities with ease, compassion, and structure.

Executor & POA Support Services

SageVault offers personalized support for every stage of your role—whether you’ve just been named in a will, or you’re already in the thick of it. Our services are tailored to simplify your responsibilities and protect your time, energy, and peace of mind.

We help with:

Organizing documents and next steps
Understanding legal and financial obligations
Communicating with attorneys and family members
Avoiding delays, probate issues, or costly mistakes
Staying focused, supported, and emotionally grounded

Executor Support That Meets You Where You Are

No matter where you are in the process—just appointed, deep in the details, or anticipating the role—we offer the structure, tools, and guidance to help you move forward with clarity.

Get Started with Confidence

A 90-minute strategy session and starter toolkit to clarify what’s urgent and what comes next.
→ Great for first-time Executors or POAs.

Move Forward with a Plan

A complete roadmap, customizable templates, and organizational tools—designed to help you manage the process with less stress and more structure.
→ Perfect for independent Executors who want expert tools.

Ongoing Expert Support

Work directly with Tara through weekly planning calls, personalized timelines, and full-service coordination for complex or emotional situations.
→ Best for families managing larger estates or navigating sensitive dynamics.

Optional Add-Ons

Need help fast or facing family tension? Add a Crisis Response or Family Alignment Session for focused, time-sensitive support.

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.

What Makes SageVault Different?

Empathy Meets Expertise

You’ll feel heard and supported—not judged or rushed.

Personalized, Not Generic

Custom checklists, real conversations, and step-by-step guidance tailored to you.

Practical & Clear

We break down legal terms, simplify next steps, and make the unknown feel doable.

Built for Families Like Yours

Not just high-net-worth or corporate clients. We’re here for everyday families who need thoughtful support.

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

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.

“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