What to Know Before Choosing an Executor or Agreeing to Serve as One

What happens after someone passes away? Who handles the logistics, financial matters, and legal steps? In this episode, Jill speaks with Mollie Lacher, a leader in the after-loss services industry, about the often-overlooked challenges of estate administration and how professionals can help families navigate these responsibilities.

Mollie shares her personal journey from project management to estate administration, sparked by her own experiences after the deaths of her father and brother-in-law. She explains how after-loss professionals provide essential support to grieving families and executors.

Together, Jill and Mollie discuss:

• The critical role of after-loss professionals in estate settlement
• Why naming a corporate fiduciary isn’t always the best plan
• The common challenges executors face and how to prepare
• The importance of professional support in settling estates
• How PALS (Professionals of After-Loss Services) is shaping this new industry

Whether you’ve been named an executor or just want to understand what happens after a loss, this episode provides practical advice and insights to help you navigate the process.

Resources & Links:

• Learn more about After-Loss Professionals
• Connect with Mollie Lacher & Sunny Care Services
• Listen to The Move In Senior Living Marketing podcast: Smooth Transitions: Happy Futures, with Maureen, Lisa and Matt
• Learn about LivNow Relocation’s services
• Check out Matt Paxton’s Clutter Cleaner business
• Watch Matt Paxton’s appearance on Jimmy Kimmel

Connect with Jill:

• Website: DeathReadiness.com
• Email: [email protected]
• Subscribe to receive news and updates.

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This podcast provides estate planning guidance for women and discusses real, practical issues, from caregiving, pre-planning a funeral, how to avoid probate using beneficiary designations, planning for individuals with special needs (and special needs trusts), whether you need a professional fiduciary (trustee or executor), how the estate tax works and how to preserve your legacy.

Tuesday Triage episodes answer questions from listeners like you, from powers of attorney, healthcare advance directives (and whether they work when you’re pregnant), what a Last Will and Testament really is, whether you need a trust, how Medicaid works and how to have senior and elder care conversations and how to care for aging parents.

Disclaimer: This podcast and all related content are for educational purposes only and do not constitute legal advice. No attorney-client relationship is established here. Use of this information without careful analysis and review by your attorney, CPA, and/or financial advisor may cause serious adverse consequences. For legal guidance tailored to your unique situation, consult with a licensed attorney in your state.