As an executor of an estate, it is all too common to have well-intentioned ... A good practice is to keep a journal of all of your conversations or use an Excel spreadsheet to keep track of everything ...

When I meet with clients to set up estate plans, I find that a surprising number of people mistakenly believe that they must ...

The time commitment is often six to 12 months. If you take on the role of executor, prepare by locating the original will, understanding the estate plan and discussing family dynamics. If a loved ...

The Society of Trust and Estate ... along to an executor may go out of business. If that happens, all the information may no longer be accessible. A simple word-processing file or spreadsheet ...

If nominated to be an Executor, you have an important responsibility to manage a person’s estate when they pass away. An Executor’s key duty is making sure that the property and assets of the deceased ...

Put them on a spreadsheet so they don ... Hales primarily focuses on areas of estate planning and probate, including representation of executors, fiduciaries and beneficiaries in uncontested ...

Do I have any options, if he passes without changing his will, to responsibly get out of serving as executor? After he passes, can I contact his bank or my bank and ask them to take over?

Rhonda Griswold, a Cades Schutte law firm partner, joins producer/host Coralie Chun Matayoshi to discuss your fiduciary duties as an Executor or Trustee, things you need to do, notice and ...

If a loved one asks you to be the executor of their estate, think carefully before you accept this responsibility. While you have the option of declining the request, the person reaching out ...