Co-Executor First Steps Checklist: How to Stay Aligned Without Chaos
Stop duplicating work: Two people calling the same institution often triggers security freezes. Designate one “voice” for all official outreach. Divide by function, not by 50/50 split: Assign a Primary Contact, a Document Lead, and a Finance Tracker based on individual strengths. Create a single source of truth: Set up one shared folder with strict … Read more