Craig Enderlin

Co-owner of and

[Craig Enderlin @CraigEnderlin]

@jennyrozelle Is there any particular software or system you can recommend for tracking billable time? And how would a one best go about selecting an executor if they don’t have any family (or don’t want a family member as an executor)? Thank you for sharing your journey!

[Craig Enderlin @CraigEnderlin]

@jennyrozelle Like herding wild cats 🤣

[Craig Enderlin @CraigEnderlin]

@jennyrozelle It’s brutal, had to do the same in July with our 13 yo Aussie.

[Craig Enderlin @CraigEnderlin]

@jennyrozelle ANY planning is oh so much easier when everyone is healthy, has capacity, and has time to think through the plan!

[Craig Enderlin @CraigEnderlin]

@jennyrozelle My wife plays a critical role in hospice care and goes through this often, especially last-minute cases. She is so determined to provide quality care until the last breath and the demands are many. Blessings to you and thank you for the documenting the travails!

[Craig Enderlin @CraigEnderlin]

@jennyrozelle This is important work; most people have NO idea.

[Craig Enderlin @CraigEnderlin]

@BrianDavisTax @jennyrozelle I'd be interested in speaking with that person. Does she work both pre and post death?

[Craig Enderlin @CraigEnderlin]

@PunkyCovfefe Or low cost basis

[Craig Enderlin @CraigEnderlin]

@MattFizell @AdviserCounsel An all inclusive, one stop shop solves a ton of problems as long as the shop is competent. Financial lives are fragmented and getting more complex, and not just for the UHNW.

[Craig Enderlin @CraigEnderlin]

@Tsaiswrong @KennethHyde Now compare to alcohol.

[Craig Enderlin @CraigEnderlin]

@bestwadeplans @rksmythe @jennyrozelle Much like the Quickbooks ecosystem, some pick it up quite easily and benefit while others don't have the time, ability, or desire to make it work for them. Filling the gap, so to speak, is the new opportunity for those who are capable.

[Craig Enderlin @CraigEnderlin]

@bestwadeplans @rksmythe @jennyrozelle Correct on all levels!

[Craig Enderlin @CraigEnderlin]

@bestwadeplans @rksmythe @jennyrozelle The challenge for the industry in the inputting of data, it is overwhelming for the majority of users. I see estate organization (my term) as a new business segment between the estate and estate planning. There is a huge gap there.

[Craig Enderlin @CraigEnderlin]

@bestwadeplans @rksmythe @jennyrozelle Yes, I corrected it in the reply after I realized my mistake.

[Craig Enderlin @CraigEnderlin]

@rksmythe @jennyrozelle Sorry, Kinnect dot us

[Craig Enderlin @CraigEnderlin]

@rksmythe @jennyrozelle There are many. We use kinnect dot com.

[Craig Enderlin @CraigEnderlin]

@jennyrozelle Best time to look for a job is when...

[Craig Enderlin @CraigEnderlin]

@DebFoxFinancial Thank you for the feedback!