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Executors & Probate
Executor duties, probate, and practical estate steps after death.
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Practical information to help you understand your options and plan your next steps.
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Managing an Estate Investment Portfolio
Read guide: Managing an Estate Investment PortfolioThe executor knew the deceased had invested carefully for decades. What they did not know was where everything was held. A drawer contained old share…
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Stopping the Estate’s Digital Money Leaks
Read guide: Stopping the Estate’s Digital Money LeaksThe first subscription charge looked harmless. It was less than twenty dollars and appeared on the deceased’s credit-card statement a few days after death. Then…
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Dividing the Treasures Without Dividing the Family
Read guide: Dividing the Treasures Without Dividing the FamilyThe executor expected the house to cause the biggest disagreement. Instead, it was a small jewellery box. One daughter believed a gold ring had been…
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Keeping the Estate Protected
Read guide: Keeping the Estate ProtectedThe storm arrived two weeks after the funeral. A branch crashed through the roof of the deceased’s empty house, rain entered the ceiling and water…
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When the Car Loan Outlives the Owner
Read guide: When the Car Loan Outlives the OwnerThe vehicle looked like one of the estate’s most valuable assets. It was only two years old, appeared well maintained and had an estimated market…
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Closing a Digital Life With Care
Read guide: Closing a Digital Life With CareThe executor expected to find photographs on the deceased’s social media account. They did not expect to find a business. The account contained years of…
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When Business Debts Follow the Owner
Read guide: When Business Debts Follow the OwnerThe executor first realised the business was in trouble when three creditors called on the same morning. One wanted payment for stock delivered before the…
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Building the Estate’s Financial Paper Trail
Read guide: Building the Estate’s Financial Paper TrailThe executor knew the estate had money. What they did not know was where it had come from, where it had gone or why the…
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Dividing KiwiSaver Through an Estate
Read guide: Dividing KiwiSaver Through an EstateThe executor thought the deceased’s KiwiSaver balance would be the easiest asset to distribute. There was one account, one provider and three adult children named…
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