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The Executor’s Step-by-Step Checklist
Read guide: The Executor’s Step-by-Step ChecklistBeing named as an executor can feel like a final expression of trust. Then the person dies, and the title becomes a job. There may…
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Two Documents, Two Different Jobs
Read guide: Two Documents, Two Different JobsImagine that a serious illness leaves someone unable to manage their bank accounts, understand a proposed medical treatment, or decide where they should live. Their…
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Witnessing a Will in NZ: The Rules That Matter
Read guide: Witnessing a Will in NZ: The Rules That MatterA will may contain perfectly clear instructions and still create trouble because of one avoidable signing mistake. Consider a fictional example. Peter prepares a will…
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Executor Duties in NZ: The Work Behind the Will
Read guide: Executor Duties in NZ: The Work Behind the WillBeing named as an executor can feel like an honour. Someone trusted you enough to place their final affairs in your hands. They believed you…
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Probate in NZ: From Will to Final Distribution
Read guide: Probate in NZ: From Will to Final DistributionThe word “probate” often enters a family’s vocabulary at the worst possible time. Someone has died. Relatives are grieving. Bills still need to be paid.…
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Choosing the Right Executor for Your Will
Read guide: Choosing the Right Executor for Your WillMost people choose an executor in less time than they spend choosing a new phone. They name a spouse, eldest child, sibling, or closest friend…
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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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