655 - Organizing Your Role as the Executor of an Estate

If you find yourself in this role as Executor of an estate, I want to make sure to support you best during this time by providing a little food for thought. How do you want this time to look? It's not easy losing a loved one and hopefully this episode provides emotional support in the form of considering your mindset during this time. And we found it is best practice to have ONE executor! Emily and I were both executors but needed to be present for every singing of all the papers and Emily bowed out. She said you do it, I trust you! It's so much easier with ONE executor!! Here are the things we did to save time, money, and spare our relationships.

Protect Your Relationships

We had about a 9 month heads up that my dad was terminally ill. I lived 3 ½ hours South of my dad but I made a conscious decision that while my dad was alive I would prioritize taking care of him. My sister would call and I would get in the car and head North. On those long drives I would think about the memories I wanted to create with my dad, the moments I wanted to share still, and burning questions I wanted to ask. This would be the time to finish up that Financial Binder if it wasn't completed. This way you know you are honoring their final wishes. But really? Complete it before this highly emotional time so you and/or your loved ones can focus on cherishing the final days. My Aunts and Uncles were so good to counsel us during this time in respect to what to expect in settling an estate and planning a funeral.

I also considered people I would be interacting with communicating things about dad's health, his passing, and the funeral details. Out of respect, even though they were divorced, we communicated his passing with our mom first and loved ones from there. It is also ok during this time to set boundaries. I went through some scenarios to think through. How will you interact with your less than favorite relative respectfully? Keep harmony in mind.

Processing Loss

Based on my experience, it seems to be a female doing the bulk of the executor role. Her husband may be the actual Executor but in her supportive role she does most of the tasks. And so how do you, as a female, household manager, and maybe a parent, take time to process the passing of your loved one?You may need to cry it out in the shower. Maybe it becomes "long shower season." I grieved my loss leading up to and weeks after his passing at my dad's house. I found when I was home my family needed me. But when I got up to Akron that was a place I had time to grieve. But I encourage you to be selfish and take the time you need to process this loss.

How to Process the "Stuff"

I have this indulgent thing I do. I lay in bed half awake, half "asleep" and I think. Normally I rearrange my calendar and think through any projects. During this time I thought about my dad, my relationships, and all the stuff in his home. It was all going to be Emily and I's. I didn't want all of it but room by room I envisioned what I might want.

Then, I developed this elimination process for Emily and I. She didn't have the bandwidth to sort through each room. I wanted to support her in this time and get the house content processed so we could move forward with selling his home. Each day, I'd tackle one room and set out all the items. We'd go through and claim the things we wanted. The rest would be offered to family and then to donations. This can be an emotionally charged tough season. Give yourself grace, keep harmony in mind, and for the love…finish your financial binders people!

EPISODE RESOURCES:

• The Sunday Basket®

• Financial Binder

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