What People are Saying About This Book

"An indispensable tool for anyone settling an estate...For skilled professionals, it will help them better organize and implement estate administration duties, establish time lines and mutual  expectations with clients as to the process. For others with less experience, it will give them a practical sense of what estate settlement involves and what should be expected, whether they are tackling the job themselves or relying on the expertise of others."

Mark W. Jannott, CTFA
Managing Director, Talmer Bank and Trust

"...A cogent guide for the layman faced with assuming the task of being a Trustee or Personal Representative. Virtually every twist and turn of the estate settlement procedure is explained.  Recommended best practices and cautionary tales are provided as well."

John A. Scott, Attorney at Law, Traverse City, Michigan
Fellow, American College of Trust and Estate Counsel
Former Chairperson, State Bar of Michigan Probate and Estate Planning Council

"The Executor’s Companion is truly a user-friendly legal guide for non-lawyers. It remains remarkably easy to read throughout, yet it does so without scrimping on details or “dumbing-down” the subject matter. As a result, this exceptional book will help non-lawyers understand the administration process, identify potential practical problems and legal issues, and interview and engage attorneys and other specialists when needed. The Executor’s Companion genuinely lives up to its name."

Tracy Sonneborn
Former Assistant Attorney General (retired)
Charitable Trust Section
Michigan Attorney General’s Office

"The Executor’s Companion will be an invaluable resource for anyone trying to navigate the complex world of estate settlement.  The authors explain legal concepts in straightforward language that non-lawyers like myself can not only understand, but also find interesting. This book will greatly help anyone faced with settling an estate."

Kimberly Palmer, Washington, D.C.
Personal Finance Columnist for U.S. News & World Report
Author  of “Generation Earn”

"There are only two reasons you need to read this book. (1) You work in the complicated world of wills, trusts and estate settlement. (2) You don’t. This book navigates the subject in a way that allows professionals and lay people alike to be on the same page in planning and executing a plan."

David Techner, Funeral Director
Owner, The Ira Kaufman Chapel
Southfield, Michigan

"The Executor’s Companion is a modern, complete guide to the clean-up after death process, useful for the living to make advance preparation for the inevitable, and offers timely, practical guidance for any Personal Representative or family member."

Lorraine F. New, Attorney
George W. Gregory, PLLC, Troy, Michigan
Former IRS Estate Tax Manager/Michigan (retired)

"A wonderful tool for professionals! Our firm prides itself on process and execution, and this guide provides and illuminates why that is so critical, and does it in a way that makes sense. This should be required reading for professionals who practice in this very complicated and often overwhelming area."

Robert V. Schechter Z”L MBA, CLU, ChFC
President, Schechter Wealth Strategies
Birmingham, Michigan

"People today are bombarded with information everywhere they go about estate administration. Based on years of professional experience, this thorough and up-to-date guide will take you confidently through anything you may face in this complicated process."

Suzanne Simpson, Vice President
International Genealogical Search, Inc
Seattle, Washington / Vancouver, British Columbia

"In over three decades of settling estates, as a legal assistant and then a trust officer, this is the most comprehensive, yet readable resource I have seen on the broad range of topics involved in estate administration. A real treasure trove of useful information!"

Carol Cerwin, President
Cerwin Consulting, LLC
Grosse Pointe Farms, Michigan