Third Executor was founded with the vision to simplify the estate and probate process.  

Our team has dedicated nearly two decades to cultivating a deep knowledge base and expertise in serving individual investors and the wealth management industry.

Sunset over the ocean.
A walking bridge in the woods.

We now combine this expertise with a profound desire to help people and provide solutions to underserved needs.

The death of a loved one often brings up complex issues related to their financial assets, in addition to the emotional challenges of grief.

Where are the financial assets located?
How do I access the accounts?
How do I transfer the financial assets into my name?
Is there a life insurance policy?
What is probate?
What happens if the assets need to pass through probate?

At Third Executor, we work to alleviate your burden by simplifying the complexities of the financial asset component of the estate and probate process.

Before death, we help individuals and families organize, and structure their financial assets to bypass the probate process.

Two hands holding each other.
Two hands holding each other.

After death, we help spouses, children, beneficiaries, executors, and personal representatives identify, locate, consolidate, and distribute the decedent's financial assets.

Third Executor's mission is to simplify the estate and probate process, providing essential support and expert guidance to help individuals and families navigate these challenging times.