There’s much attention placed on the estate planning process, and rightfully so, but the day inevitably comes when an estate must actually be settled. Whether it’s an estate you helped plan, or one with no proactive measures in place, there’s usually a fair amount of work to be done, from notifying SSA to publishing creditor notices, not to mention dealing with distraught family members who want to know what to do – specifically, and not just in terms of receiving automated beneficiary payouts – and who may in turn become clients if you can be helpful.
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Dan Stickel is the Founder and CEO of EstateExec, the leading online software for estate executors and their lawyers, and winner of the 2022 Worldwide Finance Award. Stickel is a former Google executive and a long-time tech entrepreneur with responsibilities for billions of dollars in revenue, an undergraduate and a graduate degree from Harvard, ... and someone who served as an executor for each of his parents in turn. He is a speaker at the Practising Law Institute, and has written for Thomson Reuters' prestigious Estate Planning journal.
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