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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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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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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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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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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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