Helping you through the administrative tasks that pile up after losing a loved one

Before a Loss

  • Create an inventory of assets and liabilities

  • Document bills and income

  • List critical contacts

  • Provide a starting point for your family

  • Learn more about Legacy Planning

After a Loss

“An excellent service that helped tremendously! My wife and I are generally organized people. This being said, we had way more blind spots than we realized. It was an effective and fairly simple process that helped us feel much better about the coming years.”
— TJ
“The spreadsheet was incredibly helpful and a great conversation starter!”
— Trisha
“I highly recommend Bill and his team to work on any complex estate issues that you may have - great help and quick to get the answers I needed. Thank you Bill!”
— Barry
“I knew I needed to start, but I didn’t know where to begin. The resources here were just the motivation I needed.”
— Jamie
“These topics are never comfortable. The posts and stories shared here have helped me understand what my family might go through, and how I can help make things as easy as possible.”
— Karina
“It’s a great way to get a head start on the process. For me personally, it’s like a brainstorming tool to help trigger thoughts I’ve not considered before.”
— Howard

What We Offer

  • 1 on 1 Coaching

    Ask personalized questions, and get answers to help build your own unique estate map.

    Contact Us For Coaching

  • Building Your Estate Map Video Course

    This 12 module course gives a deep dive into each area of the Estate Map. Plus, learn about options for storing, sharing, and maintaining your information.

    Get Access to the Video Course

  • Real Life Stories

    Read about actual scenarios and understand why planning in advance is critical

    Read Our Stories

Why Reluctant Executor?

In October 2020 I received that call that every son and daughter knows is coming but still never expects. My dad told me that he had stage IV lung cancer. Treatments would start soon, but the long term prognosis was not good.

I was lucky that I got to spend almost another 2 years with him. I used some of that time to get a deeper understanding of his estate and wishes. Even with that knowledge and preparation, I was shocked at the number of unexpected challenges after he died.

Reluctant Executor is a way to share the knowledge I gained over this experience. I want to motivate you to plan ahead, have those tough conversations, and ease the burden when you or your family eventually have to deal with settling an estate.

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