How to Hire an Executor. For your loved one’s estate or your will.

E131 How to Avoid Family Drama When Someone Dies

E131 How to Avoid Family Drama When Someone Dies


Everyone knows death + family + money is a recipe for … drama

No one WANTS this to happen, everyone would prefer harmony.

We’ll share some insights from executor-ing for hundreds of families, and areas you should watch out for, to keep the family together.

Today we’ll cover some of the most explosive issues:

  1. Personal belongings
  2. Selling the family home
  3. Money
  4. Control and communication
  5. “Fairness”

Lastly, how getting non-family help can keep the family happy

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E120 Who's in Charge When Someone Dies?

E120 Who’s in Charge When Someone Dies?


When someone dies, there’s a lot going on. So it’s not really one person in charge, but possibly several different folks in charge of different things. We’ll talk about all those roles, so you know what to expect and how to plan.

Today we’ll describe a few folks “in charge”:

  1. Next-of-kin
  2. Burial agent
  3. Trustee
  4. Executor
  5. Administrator
  6. The State

Lastly, I’ll the often-forgotten type person “in-charge”

==========

READ

Pick up my books on personal finance, probate, and executors. Reviews always appreciated!

==========

JOIN

Sign up to my email list for Free giveaways and book announcements

==========

WATCH

Subscribe to my YouTube channel

==========

LISTEN

Subscribe to the “Simple Money Wins” podcast at:

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E99 6 Reasons Being Executor is Difficult


I’ve been executor for hundreds of estates, and there’s NEVER been an “easy” estate. I can only imagine how hard it must be for grieving family.

It’s easy to see why outsourcing/delegating executorship to professionals will be a big thing very soon.

Links:

https://www.newyorkprobatelawyerblog.com/new-york-administrators-and-ex/

http://disinherited.com/executortrustee-must-decide-not-delegate/

https://www.theglobeandmail.com/globe-investor/retirement/retire-family/being-executor-of-a-will-likely-most-stressful-experience-youll-ever-have/article28129702/

https://info.legalzoom.com/suing-executor-21733.html

https://smartasset.com/estate-planning/executor-fees

 

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E86 How To Choose The Right Trustee For Your Family Trust 956x538

E86 How To Choose The Right Trustee For Your Family Trust


Family trusts can give lots of benefits and protections. But only with the right trustee running things.

How to Choose the Right Executor for Your Will 956x538 blog

How to Choose the Right Executor for Your Will [Podcast]

(1) Trust is Key, (2) Take Age Into Consideration, (3) Put One Person in Charge of the Will, (4) Learn the Residency Rules Where You Live, and (5) Know When a Trust Makes Sense

4 Unexpected Hazards of Being an Executor 956x538 blog

4 Unexpected Hazards of Being an Executor

It’s usually seen as an honor to be named the executor of someone’s will. It shows that the deceased trusted you to manage his affairs fairly, in a manner consistent with his wishes. What you may not realize is how stressful, time-consuming, and just plain difficult it can be.

How to Choose the Right Trustee for Your Estate 956x538 blog

How to Choose the Right Trustee for Your Estate [Podcast]

(1) Should my trustee be my spouse or child? (2) Should my trustee be my attorney, accountant or other trusted adviser? (3) Should my trustee be a bank or trust company? (4) Would having more than one trustee be my best option instead?

5 Things You Need to Do as an Executor of an Estate 956x538 blog

5 Things You Need to Do as an Executor of an Estate

Summary: (1) Review the will; (2) Handle the care of any dependents or pets; (3) Find important documents…

5 Factors For Choosing An Executor In Your Will 956x538 blog

5 Factors For Choosing An Executor In Your Will

Summary: (1) Young enough, will actually accept; (2) Trustworthy, won’t blab; (3) Patient, enough free time …