How Probate Works. A Guide for Executors, Heirs, and Families.

How to Avoid Rip Offs During Probate

E154 How to Avoid Rip Offs During Probate


So sad to watch when our clients get ripped off during probate. So we’re doing this episode to hopefully help you avoid getting taken.


We’ll cover:

  1. Examples of rip offs during probate
  2. Comparison shop
  3. Ask for referrals
  4. Choose an experienced probate attorney
  5. Hire an professional executor

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EXECUTOR. Thinking about hiring a professional executor for your loved one’s estate, or naming one in your will?

 

PROBATE, TRUSTS, ESTATES: Need a great attorney?

 

Send me a text message at 212-401-2990

Email me at executor (at) anthonyspark.com

Or visit https://anthonyspark.com

 

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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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3 Commons Mistakes When Choosing the Executor

E152 3 Common Mistakes When Choosing the Executor


Your executor is NOT your best man, maid of honor, best friend, or favorite child.

We’ll discuss:

  1. Making sure your Executor qualifies
  2. It’s not about “favorites”
  3. Not a “job” to hand out as charity

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5 Mistakes With DIY Wills and Witnesses

E151 5 Mistakes With DIY Wills and Witnesses


I get that Do-it-Yourself is very tempting. But you may be creating HUGE problems for your heirs.

We’ll discuss:

  1. Witnesses names
  2. Witness addresses
  3. “Self-proving”
  4. Professional witnesses
  5. Court’s assumptions

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Unexpected Notary Headaches in Probate

E149 Unexpected Notary Headaches in Probate


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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E146 How Do I Sell My Deceased Parents Home

E139 How Do I Sell My Deceased Parents Home


Selling a Decedent’s home, especially parents, can be tricky. So we’ll share some tips from our experience as executor and probate attorney

  1. Who owns it?
  2. Go to court
  3. Vacate the house
  4. Clean it out
  5. Only minimal prep

Lastly, I talk about how to deal with a common problem: the wannabe flipper

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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


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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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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E129 How to Collect a Deceased Person’s Bank Account

E129 How to Collect a Deceased Person’s Bank Account


Today we’ll walk you through how to collect a deceased person’s bank account.

There are a few possible twists, turns, and surprises. So we’ll try to prep you, to make it as easy as possible for you.

Today we’ll cover:

  1. Frozen bank accounts
  2. Don’t forge!
  3. Joint accounts
  4. When you need probate

Lastly, we’ll save you some time be telling you about the next step you should prepare to collect a deceased person’s bank account

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E125 What Happens to Your Online Life When You Die

E125 What Happens to Your Online Life When You Die


How much time do you spend on social media?

Is it fair to say you spend enough time on there, post enough pics, rants, etc. to say that it’s a part of your legacy? Your time on earth?

If you agree, then you’ll probably also care about what happens to your online when you die.

 

Today we’ll cover what happens to your

  1. Social media accounts
  2. Other popular digital/online accounts
  3. Email accounts

Lastly, I explain how one of the biggest social media companies is very weird about your accounts when you die.

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