CEA Tools and Resources
A range of resources aimed at facilitating interaction with executors, testators and heirs. These tools are intended to enhance your services, provide added value, streamline your offerings, and contribute to the growth of your practice. Simply click on any of the categories below to explore the options at your disposal.
Sorry, tools are for paid members only.
Click here to learn more about how the Certified Executor Advisor program can help grow your business to new heights while helping clients at a time they need it most.
Forms
Here you will find forms and guides to support you in dealing with executor needs.
Calculators
Our proprietary, executor-focused calculators were purpose built to meet your specific needs.
Curriculum Search
Access the most current curriculum for a list of every page with information on the topic you are looking for, with links for quick access.
Glossary
Browse over 1,000 consice definitions covering the most relevent terms or acronyms executors may encounter; alphabetized for speed and convenience.
Articles
Whether brushing up on information or looking for third party articles to share with clients, you'll find it here.
Helpful Links
A comprehensive list of sites with more nformation your clients may need, categorized for you.
