Workflow & Administration Archives

Preventing Deceased Identity Theft: A First Step for Every Executor

After his mother passed away, David was appointed executor of her estate. Like many first-time executors, he focused on immediate priorities—funeral arrangements, securing the home, and starting the probate process. About three months later, he began receiving credit card statements in his mother’s name. At first, he assumed they were existing accounts he hadn’t yet

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Finding the Heirs of an Estate

Executorium.com Article based on an interview with Michael Zwick, CEO & Investigator-in-Chief, Assets international, LLC Where Are the Heirs? What Every Executor Needs to Know About Beneficiary Searches When administering an estate, one of the most unsettling questions an executor can face is: Where are the heirs?Or worse: Are there heirs we don’t even know

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Executor Road: Managing the Estate Like a Business

Poof! You’re an Executor. That is to say, suddenly you’re the President and CEO of an estate. You are a fiduciary, which means you have a financial responsibility to the shareholders, excuse me – stakeholders, or rather, the heirs. A list of projects awaits your direction. You likely have subcontractors to vet and hire (Attorney,

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The Estate Walkthrough Video

Capturing a “State of the Property and Contents” video immediately after death can create a valuable record for executors. You think you’re going to remember. You’re not going to remember. A video walkthrough can serve as a baseline for the state of the property received by the estate at the time of death. It can

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A Decedent’s Mail – The Basics, and Beyond

Decedent Mail | 5-minute read Estate Administration | Executor Responsibility When someone dies, the mail doesn’t stop. The bills keep on coming. Magazines continue. He or she may be on many mailing lists. Friends may not have been aware. As executor the mail is your responsibility, however, it is also a source of information.

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Can I Drive the Estate Vehicles?

Estate Property| 5-minute read Estate Vehicle | Estate Liability| Estate Insurance Can I drive the estate vehicles? Dad’s car is right outside and you’ve got the keys. This is a little different situation than in 1981 when … nevermind. Dad’s gone and you’re a responsible adult (maybe not – I don’t know) and perhaps

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Delay of Estate Settlement Results In Extra Legal Costs

Delay of estate settlement results in extra-legal costs Source: The Monterey Herald The link: https://www.montereyherald.com/2020/12/12/liza-horvath-senior-advocate-delay-of-estate-settlement-results-in-extra-legal-costs/ you left the estate administration “alive” as a way of keeping the memory of your parents alive. While this is not completely uncommon, it can be risky… This article by Monterey Trust Management‘s Liza Horvath makes a prudent and practical

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How to Access the Digital Assets, Logins, and Passwords of Someone who Has Died

From the website of High Swartz Law Firm: How to Access the Digital Assets, logins, and passwords of Someone who Has Died Published Sept 21, 2020 This article addresses questions relating to… Definition of a digital asset. What is a “catalog of electronic communication”? Options available to access a decedent’s digital assets after their death.

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