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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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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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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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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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Moving the Estate’s Wheels and Watercraft
Read guide: Moving the Estate’s Wheels and WatercraftThe executor found the keys long before finding the paperwork. A car was parked in the garage. A utility vehicle sat beside the shed, attached…
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Keeping Rental Properties Running After Death
Read guide: Keeping Rental Properties Running After DeathThe tenant’s first rent payment arrived three days after the landlord died. It went into the same account it had always gone into, but nobody…
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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 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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Dividing the Things Money Cannot Measure
Read guide: Dividing the Things Money Cannot MeasureThe house sale produced no argument. There was an independent valuation, a marketing campaign and a settlement statement showing exactly where the money went. The…
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When Beneficiaries Turn Against the Will
Read guide: When Beneficiaries Turn Against the WillThe executor expected disappointment. One child had received the family home. Another had received a smaller cash gift. A third had been left out entirely.…
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