Information for Executors and Trustees

The checklist below is provided to give your executor and/or trustee some assistance in completing the multitude of tasks that need to be accomplished after your death. Many of these important tasks can be done by you. In the lists on the following pages, an * indicates tasks that can be performed by you ahead of time. By taking care of these things now, you can minimize the emotional strain that will be placed on your survivors. Depending upon the complexities of your estate and the legal and financial expertise of your executor and/or trustee, your executor/trustee may or may not need the assistance of a lawyer or accountant in going about the task of administering your estate.

We hired Evan Farr to create our entire set of estate documents. I would work with him again and can recommend him without reservation.

M.R., Fairfax, VA

Evan Farr and his firm have been a godsend to my family. He was so easy to speak with about hard family topics.

Mary Keelin, Burke, VA

My pension was not enough to cover my wife's nursing home expenses. If it weren't for the Medicaid [that the Farr Firm helped me qualify for] I don't know what would have happened.

W.T., Springfield, VA

Thanks to your firm, we still have our home, a few dollars still in the bank, and most importantly, my wife is able to be in our home with the help that she needs.

Gary Rogers, Herndon, VA

Thank you from the bottom of our hearts for all your hard work and faithfulness! But most of all thank you for DEFENDING the elderly patients who can't speak for themselves!

The Wooster Family

You really "wowed" me with the amount of homework you had done prior to our first meeting and with every explanation and thorough and gentle guidance that you made during the entire process.

Debbie Jones, Fairfax, VA

Evan Farr, is, in my view, one of Virginia's foremost authorities on the subject of elder law... Use his website - get educated - then call him!

Ben Glass, Personal Injury Lawyer, Fairfax, VA

First class counsel; very knowledgeable and knows his area. Likeable guy.

Robert S. Bullock, Esq., Owner, EDLC

Evan Farr is one of the foremost authorities in elder law in the State of Virginia. He has a true passion for his clients and solid competence. He is a solid choice for any individual or family seeking his services.

Thomas Begley, Estate Planning Attorney in Mt. Laurel, NJ

Evan is an extremely knowledgeable Estate Planning and Elder Law Attorney. He is very approachable and down to earth.

Kate Caldwell, MAG, CMC, Founder, ElderTree, LLC