Articles and audio posts on New York Estate Administration

5 Tips for Banking with Estates

E153 5 Tips for Banking with Estates


So you need an estate checking account. Sounds easy enough, right?

We’ll discuss:

  1. Forget online: go to a branch
  2. Not all branches are created equal
  3. Estate deposits
  4. Medallion guarantees
  5. Quid pro quo

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E118 Expired Letters of Administration in New York

E118 Expired Letters of Administration in New York


We’re explaining a common situation for our probate clients. This will save you a phone call or some emails with us or your lawyer.

For everyone else, this gives you a little window into the probate process for your own estate planning

We’ll cover:

  1. What does “expired letters” mean?
  2. Examples of when you’ll run into this
  3. How to get “fresh” letters
  4. Why do letters expire?

Lastly, I’ll tell you about the one exception, where letters really DO expire

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

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LISTEN

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