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Practical information to help you understand your options and plan your next steps.
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The High-Value Estate Control Plan
Read guide: The High-Value Estate Control PlanThe executor expected the estate to be large. What they did not expect was how many different legal structures were hidden inside it. The deceased…
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When a Beneficiary Will Not Cooperate
Read guide: When a Beneficiary Will Not CooperateThe estate was almost ready to move forward. The house had been valued, probate had been granted and the executor had obtained an offer that…
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When the Estate Cannot Pay Every Gift
Read guide: When the Estate Cannot Pay Every GiftThe will looked generous. It left $100,000 to one daughter, $50,000 to a close friend, $25,000 to each grandchild and the remainder of the estate…
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Securing an Estate Before Conflict Takes Hold
Read guide: Securing an Estate Before Conflict Takes HoldThe executor arrived at the deceased’s home on Saturday morning and found the front door open. Two relatives were inside. One was packing jewellery into…
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The Executor’s Month-by-Month Roadmap
Read guide: The Executor’s Month-by-Month RoadmapThe executor opened the will on the evening after the funeral and saw a short sentence appointing her to administer the estate. It looked simple…
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When a Partner Claims Relationship Property
Read guide: When a Partner Claims Relationship PropertyThe executor believed the will was straightforward. The deceased’s two adult children were to receive the estate equally. The main asset was the home where…
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When a Family Protection Claim Freezes the Estate
Read guide: When a Family Protection Claim Freezes the EstateThe executor thought the difficult part was over. Probate had been granted, the house was sold and the estate account held enough money to pay…
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When a Business Owner Dies
Read guide: When a Business Owner DiesThe executor discovered the problem on Monday morning. Employees were waiting to be paid. Customers were expecting orders. A supplier had stopped delivery because an…
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When the Family Trust Owns the Assets
Read guide: When the Family Trust Owns the AssetsThe executor thought the estate contained a house, a rental property and several investment accounts. The deceased had managed all of them, paid the bills…
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