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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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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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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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Keeping Difficult Beneficiaries From Derailing an Estate
Read guide: Keeping Difficult Beneficiaries From Derailing an EstateThe executor’s phone rang at 7.12 on a Sunday morning. A beneficiary wanted to know why the house had not sold. By lunchtime, another had…
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