Death. Now what?
The responsibilities of the executor of the estate
A four step guide to identifying, locating, consolidating, and distributing the financial assets of a loved one's estate, written for the person who just became executor.
Insights
What to know, before and after
Guides written from nearly two decades of helping families locate, consolidate, and distribute financial assets. Start with the one that fits your situation.
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Probate avoidance
Be proactive with your investment accounts
Why the way an account is titled decides whether it passes with a death certificate or waits for the court, and what to check now.
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Why I created Third Executor
Simplify your legacy, for when life gets complicated and time is precious.
The founder on the scenario he kept seeing in nearly two decades of financial services, and the product it led to.
The record these guides keep asking for
Every guide here comes back to the same questions: where are the accounts, how are they titled, and who is set up to receive them. Assetprint answers those questions in advance, for the person who will need them.