What Courts Watch for in the “Final Estate Accounting”

As an estate executor, you are responsible for filing the accounting report to settle the estate. The process culminates in the “final accounting of the...

Notifications: Prepare Family for Probate Court Documents

Notifying heirs, beneficiaries and creditors via official probate court documents is one of the earliest steps for estate settlement, and it sets the tone...

5 Reasons a Year May Not Be Long Enough to Settle an Estate

If you’ve been chosen as an estate executor you probably want to know how long it takes to settle an estate. Most estates close within a year, but yours...

Can You Serve as an Out of State Executor?

Sarah was an out-of-state Executor of her parents’ estate, and when it came time to sell their Virginia home, she had a problem: Her three brothers lived...

Executor Misconduct: 4 Ways to Break Probate Law

By the time Bill called us for support, he had mismanaged his father’s estate so spectacularly that we couldn’t help him recover. Bill didn’t handle...

Why Estate Executors Should Think Like Small-Business Owners

When Rachel served as executor of her mother’s estate, she set up a separate email address to handle all estate-related matters—whether emailing...

Know Who Gets What and When: Asset Distribution for Estates

Your brother wants to stop by next week and pick up Dad’s workshop tools, and your sister could really use an advance on her inheritance to pay her son’s...

How to Keep Your Brother from Stealing Your Inheritance

“Sarah” and her brother had never been particularly close, but she was completely blindsided by his behavior the day of their father’s funeral. The...

Family Inheritance Fights: How to Defuse 3 Common Probate Flashpoints

The death of a parent can revive dormant rivalries between siblings. Grudges and perceived wrongs from the distant past can feel as fresh as they did 20...

Probate 101: What It Is, and Why You Need It

We’ve all seen the movies – a rich grandfather dies, and every distant relation immediately begins plotting how to seize the estate to enjoy the spoils....

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