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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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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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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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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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