Becoming the executor of an estate is not an easy proposition, especially when you are unfamiliar with some of the legal terms associated with the tasks you will be required to perform. Some of these terms—assets, debts, heirs, inheritance, and jurisdiction—may be somewhat common knowledge to most. But there are some terms that if you […]

Tags: abatement, beneficiary, codicil, ex parte, Fiduciary, fiduciary duty, intestate, intestate probate, Letters Testamentary, Probate Fiduciary
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A lot of things can happen when an executor or administrator of an estate begins the process of asset distribution—asset mismanagement, distribution delays, and lack of communication among them. As a beneficiary of a trust or an estate, you are entitled to certain rights. Knowing these beneficiary rights will help set appropriate boundaries and expectations, […]

Tags: accountability, beneficiary, fair treatment, Fiduciary, Probate, rights, timely distribution, Trusts, Wills
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On paper, becoming an executor or administrator of someone’s estate means you’ve been entrusted to take on an enormous responsibility. Some may consider it an honor… but before you accept this relatively unenviable task, it’s best to understand the key factors of what the job itself entails. Key Factor #1 – Understanding the Difference Between […]

Tags: administrator, executor, Fiduciary, Probate, Probate Fiduciary, Trusts, Wills
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Conservatorships are the best way to protect a loved one when they become physically or mentally incapacitated. In other words, a conservatorship allows you to take control over another person’s finances, health, and well-being when they are incapable of doing it themselves, or when doing it themselves would cause them harm. However, conservatorships can also […]

Tags: abuse, citation, conservatee, conservator, Fiduciary, petition
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It may not seem like it, but there are a lot of things to consider when dealing with a loved one’s death beyond funeral arrangements. One must be prepared to notify heirs and/or beneficiaries, safeguard and distribute the decedent’s assets, pay off any outstanding obligations, and manage the liquidation of investment portfolios, retirement funds and […]

Tags: benefits, Estate Admin, Estate Administrator, Estate Planning, Fiduciary, Probate, Probate Fiduciary, Professional Estate Administrator, Professional Fiduciary, Professional Trustee, Trustee, Trusts, Wills, Wills and Trusts
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