Articles and audio on New York Probate

Unexpected Notary Headaches in Probate

E149 Unexpected Notary Headaches in Probate

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You may think notarizing a doc is a piece of cake. Just go to a bank, pharmacy, or stationer, right? Not always…

We’ll discuss:

  1. Originals are required
  2. Going to the US embassy
  3. What the heck is an apostille?

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How to Collect the US Account of a Deceased Foreigner

E142 How to Collect the US Account of a Deceased Foreigner

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How to Collect the US Account of a Deceased Foreigner

We help a LOT of non-US heir collect their US inheritance.

So, for example

  • Aunt Barbara was a UK citizen, and lived/died in Spain
  • But she had a few US bank and brokerage accounts >$200k
  • How do Barbara’s nieces and nephews legally get their US inheritance?

In this high-level summary, we’ll describe:

  1. Step 1: Go to local probate court
  2. Step 2: Go to US probate court
  3. Step 3: Get US tax clearance

And lastly, I’ll describe a few of the seemingly simply tasks that can cause surprisingly long delays

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E120 Who's in Charge When Someone Dies?

E120 Who’s in Charge When Someone Dies?

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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”

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E118 Expired Letters of Administration in New York

E118 Expired Letters of Administration in New York

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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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E114 Things to Do Upon the Death of a Family Member

E114 Things to Do Upon the Death of a Family Member

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I understand it’s hard to get organized when someone has died. But as a professional executor for hundreds of families, I’ve seen how important it is to avoid legal, tax, and most importantly family problems.

Today we’ll cover:
6 things to do immediately
7 things to do within first week
2 things to do within month
5 things to do AFTER choose lawyer and executor

Lastly, I’ll share 3 power tips on how even following these steps may not be enough to avoid long-term problems

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

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

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Subscribe to my YouTube channel

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Subscribe to the “Simple Money Wins” podcast at:

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New York Probate Will Forms

New York Probate Will Forms

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Are Probated Wills Public Record?

Are Probated Wills Public Record?

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Probating a Will in New York

Probating a Will in New York

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