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Client Studies


Estate Executor

Fortune 500 Executive

Medical Professional

Senior Citizen

Young Professionals

Company Founder

Estate Executor

A young man approaches Spinelli FA seeking guidance as the executor of his deceased relative's will. 

He is beginning to feel overwhelmed with the responsibilities of probating the will, taking inventory of assets, paying taxes, paying bills, consolidating accounts, retitling assets, and distributing assets according to the provisions of the will. He wants to ensure that the estate is settled properly and that he is not held financially responsible if he were to make a mistake.

The Spinelli Plan

We would set up initial meetings to find and probate the will. We would then proceed to calculate the gross estate. We would then ensure necessary taxes are paid, debts are settles, and assets are distributed to beneficiaries accordingly. We would also create and notarize statements release and refund for all beneficiaries to protect the executor financially.