I’ve been asked to be an executor
of a will. Now what? 

As millennials age, they will be asked to serve as executors of wills and help settle their parents’ and loved ones’ estates. But what does that really entail and what types of questions should ask before accepting this honor? In this podcast, I interview Dave Coffaro, an experienced banking executive and co-founder of Atticus, an app to aid in estate planning settlement. Listen in as I share my personal experience with estate planning conversations and learn why Dave is so passionate about helping people, especially millennials, break money silence around this taboo topic.

Dave Coffaro is a strategic advisor, executive coach and author. His practice works with senior executives developing clarity about their vision and the business models that support it, implementing change and getting results. Coffaro is principal of the Strategic Advisory Consulting Group, a management consultancy, and co-founder of Atticus, a fintech firm providing individuals and professional advisors with easy to use, do-it-yourself tools for fiduciary-based activities. His new book is Leading from Where You Are (January 2020).

Show Notes:

• Check out these resources mentioned in this podcast:

  • Estate Planning for Dummies by N.Brian Caverly, Jordan S. Simon
  • How to Settle an Estate by Charles K. Plotnick, Stephen R. Leimberg
  • What To Do When a Loved One Passes, a free guidebook available at Atticus.
• Listeners of the Breaking Money Silence® podcast receive a 20% discount of the cost of Atticus. Use the promo code KBK20. 
• For more information, visit www.davecoffaro.com.