Executor Ready: What Everyone Should Know to Plan with Confidence

What really happens when someone passes and you are the one expected to manage it all? Most of us do not realize we have been named an executor or trustee, or what these roles truly involve until we are suddenly in the middle of it. This session will walk you through what happens behind the scenes, the most common and costly mistakes people make, and how to feel confident navigating the process even if it is your first time.

Every attendee will receive a complimentary copy of Before It’s Too Late, a guided workbook on how to start supportive, meaningful conversations with aging parents or loved ones before a crisis hits.

Tara is a Certified Executor Advisor and after-loss professional who helps families move from fear and confusion to clarity and confidence. With 20+ years of operational leadership and lived experience navigating complex estates, she blends practical systems with compassionate guidance to support executors, Powers of Attorney, and families before and after a loss.
Her mission is simple: to protect people, not just property, so families can navigate difficult seasons with clarity and care.

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