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Practical information to help you understand your options and plan your next steps.
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When Your Will No Longer Fits Your Life
Read guide: When Your Will No Longer Fits Your LifeA will can remain legally valid for decades while becoming completely wrong for the life you now live. Perhaps you made it shortly after buying…
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Closing the Estate’s Tax Story
Read guide: Closing the Estate’s Tax StoryThe executor believed the estate was almost ready to distribute. The house had been sold. The mortgage was repaid. The bank accounts had been closed,…
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The Executor’s Mailroom Strategy
Read guide: The Executor’s Mailroom StrategyThe executor expected the important estate documents to be stored in a filing cabinet. Instead, they arrived one envelope at a time. A rates notice…
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Opening the Safe Deposit Box After Death
Read guide: Opening the Safe Deposit Box After DeathThe executor found the key in a small envelope marked only with a number. Nobody knew what it opened. A few days later, a recurring…
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When a Creditor Appears After Death
Read guide: When a Creditor Appears After DeathThe executor thought every debt had been found. The mortgage was recorded. The final electricity account had been paid. Credit cards were closed, tax information…
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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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