SWFL Business Solutions

Executor support

Help with the paperwork after a death

The person settling a loved one's affairs inherits a long list of calls, letters and deadlines. We work through it with you, step by step, so nothing is missed.

Ask for help See how we help

At a glance

What we do
Notifications, accounts, an asset list, records and a deadlines checklist
Tax returns
The final returns, through Spargur Tax & Accounting
Price
$150 an hour
Who you work with
William Spargur, EA, MBA, an Enrolled Agent in Bonita Springs

How we help

  • Notifications

    Who needs to be told and how: Social Security, banks, insurers, pension plans, credit bureaus, utilities and others, on one list checked off as each is done.

  • Accounts

    Each account found, listed and tracked: what it holds, who the beneficiary is, and what the company needs to close or transfer it.

  • The asset list

    Everything owned and owed, with values as of the date of death, ready for the attorney and the tax returns.

  • Records

    Statements, bills, mail and paperwork sorted and kept in one place, so the estate's records are complete.

  • Deadlines checklist

    The dates that matter, from the first weeks through the final tax returns, in one checklist.

  • Final tax returns

    The final personal return and any estate or trust returns, prepared through Spargur Tax & Accounting, William's tax practice.

What it costs

Executor support
Billed by the hour for the time we spend on the estate
$150 an hour

Tax returns

The final returns are prepared by Spargur Tax & Accounting and priced separately.

Good to know

  • We are not attorneys. We don't give legal advice or handle the court side of probate. In Florida, a personal representative usually needs an attorney for probate; we work alongside yours.
  • You stay in charge. The personal representative or trustee makes the decisions and signs. We prepare, organize and track.

Get started

Ask for help

Tell us a little about the estate and what would help most. We reply by email, usually within one business day.

Questions first? Email info@swflbusinesssolutions.com.

Please don't enter Social Security numbers, account numbers or passwords, theirs or yours. We'll ask for what the work needs later, never by email.

About you
The estate
What would help most? Check any that apply

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