See how ChatGPT’s guidance on Form 706 stacks up against expert advice. Colleen Carcone from TIAA highlights key inaccuracies and essential omissions.

Being an executor of an estate isn't easy, so you should do what you can to help. It can be as easy as making a list and being smart about your email accounts. Kiplinger. Save up to 74%.

An executor is a type of personal representative who’s specifically designated in someone’s will to carry out their final wishes and distribute their assets.

Integrity is paramount, as the executor holds significant authority over the estate’s assets and has a legal obligation to act in the estate’s best interests. 3. Time commitment and availability ...