Estate Asset Protection & Security Archives

What Executors and Families Should Know About Safe Battery Disposal

Batteries are found in nearly every home. That means they are also found in nearly every estate cleanout. They may be inside remote controls, flashlights, clocks, watches, hearing aids, key fobs, smoke detectors, toys, power tools, laptops, phones, medical devices, cameras, lawn equipment, mobility devices, and vehicles. Some are loose in drawers or cabinets. Others

What Executors and Families Should Know About Safe Battery Disposal Read More »

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

Preventing Deceased Identity Theft: A First Step for Every Executor Read More »

Estate Rx – How to Properly Dispose of a Decedent’s Prescriptions

When you’re administering an estate, leftover prescription drugs and other medicines in the decedent’s home are more than “household clutter.” They can create safety risks (poisoning, accidental ingestion, diversion/misuse) and environmental risks if disposed of improperly. The executor’s goal is to secure the medications, document what was present, and then dispose of them using community-approved

Estate Rx – How to Properly Dispose of a Decedent’s Prescriptions Read More »

What is The Estate Registry?

Company Profile: The Estate Registry The Estate Registry is a provider of Estate Planning and After-Loss services. Three core segments compile the scope of what The Estate Registry provides. LegacyNOW is a digital estate planning and lifecycle management platform. NotifyNOW notifies an individual’s passing to creditors, subscription services, and loyalty programs, etc. via a secure

What is The Estate Registry? Read More »

Estate Has Guns – What to do?

If the estate has guns – what to do? There are many responsibilities associated with guns. First things first. Safety. Is the gun loaded? Assume it is. Determining if the gun is loaded may exceed an executor’s comfort level. Only an individual experienced with weapons should handle firearms. For the executor discovering firearms, it would

Estate Has Guns – What to do? Read More »

What is a Medallion Signature Guarantee?

Medalion Signature Guarantee | 5-minute read Estate Accounting| Estate Asset Transfer | Estate Fiduciary A Medallion Signature Guarantee is a special certification used to authenticate signatures on securities transactions — for example, transfers of stocks, bonds, or mutual fund shares. It is stronger than a standard notarization because the guaranteeing financial institution verifies the signer’s

What is a Medallion Signature Guarantee? Read More »

Take Steps to Mitigate Risk When an Estate Has Firearms

If an estate has guns an executor should have awareness of the risks and responsibilities associated with the treatment of firearms. Guest Post By Matthew F. Erskine, Esq. Personal Property | 2-minute read When an Estate Includes Guns | Estate Firearms | Estate Risk: Guns Recently, I wrote on planning for estates that contain

Take Steps to Mitigate Risk When an Estate Has Firearms Read More »

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

The Estate Walkthrough Video Read More »

What Is a Probate Bond?

When an individual dies, their estate is managed and distributed according to their will or state laws. A probate bond, also known as a fiduciary bond or estate bond, or sometimes an “executor bond”, plays a crucial role in this process. This type of bond ensures that the individual responsible for managing the estate, a

What Is a Probate Bond? Read More »

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

Can I Drive the Estate Vehicles? Read More »

Estate Sale Slip. Liability?

What if someone falls at the estate sale on our property? What is the estate liability? Estate Sale liability is a fiduciary responsibility, and an executor is the fiduciary of an estate. Life is full of “what-ifs” This is also true in estate administration. For example, What if I hadn’t told Mom, “Sure, I’ll be

Estate Sale Slip. Liability? Read More »

Estate Cleanout – Dumpster Rental

Estate Cleanout – Dumpsters | Dumpsters 101 | How to Cleanout an Estate | Dumpster Rental Driveway Safe Dumpsters are steel. Roll-off dumpsters are the most common for cleanout work and are delivered to your ‘site’ by truck and “laid down” onto your property end first and left in place through the term of your

Estate Cleanout – Dumpster Rental Read More »

ExecutoriumDev

RESOURCES FOR EXECUTORS AND ESTATES

Estate Asset Protection & Security