Serving as an executor can mean stepping into an unfamiliar environment, at a difficult time. The executor who needs help today may have had no reason to really consider the real job of estate administration or what it means – until now. There may be attorneys, accountants, appraisers, real estate professionals, cleanout companies, auctioneers, movers,
Executors Shouldn’t Have to Wander in the Dark Read More »
Estate Administration | Executor Organization | Estate Team | Professionals of After Loss Services | Estate Talks Most executors begin an estate with more questions than answers. There may be property to secure, documents to locate, accounts to identify, family members to communicate with, professionals to contact, and decisions that have never come up before.
Begin the Estate Strong – PALS’ 3 Foundations for Executors Read More »
By: Ashley Innes Types of Appraisers If you’re working with a large or complex estate, it may be difficult to know what type of USPAP-compliant personal property appraiser to engage. For practical purposes, appraisers can generally be divided into two groups: generalists and specialists. When a project primarily contains common household objects, furniture, or easily
When to Hire a Specialist for Your Appraisal Read More »
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
Finding the Heirs of an Estate Read More »
Due Diligence Checklist: How to Vet Estate Cleanout Companies When you’re hiring an estate cleanout company, you’re trusting a crew to enter a home, remove personal property, and leave the space ready for the next step—sale, renovation, or closing out an estate. The right provider will be organized, transparent, and insured. The wrong one can
How to Vet Estate Cleanout Companies Read More »
A Certified Estate Specialist (CES) is a designation for individuals who complete the requirements of the Certified Estate Specialist course as outlined by the National Auction Association(NAA). Since its founding in 1949, the NAA has been dedicated to auctioneers and auction professionals and is the largest association in the United States so dedicated. Twenty-four hours
Certified Estate Specialist Designation: National Auction Association Read More »
For many estates, the estate attorney is the shepherd who guides the executor and family through the storm and to a place of settlement. Some estates are simple. Some estates are complex. Some families are agreeable. Some are not. Many factors contribute to the estate settlement experience. However, just as there are vast differences between
Find and Vet a Great Estate Attorney Read More »
When choosing a grief support professional, an executor should consider several important factors to ensure the support matches their emotional needs, practical circumstances, and the unique nature of their grief. Executors often carry a dual burden: grieving a personal loss while managing the complex legal, logistical, and emotional duties of settling an estate. The right
Grief Counselor or Grief Coach? What are the Differences? Read More »
The Emergence of Estate Administration Services Estate administration and settlement consists of many tasks and responsibilities. There are many hours of work, probate, or no probate, involved in settling an estate, much of it new to an estate’s personal representative, or executor. Because so much is unfamiliar, it can be overwhelming to take on. Many
The Emergence of the Estate Administration Services Profession Read More »
Estate Talks | 4-minute read CPE | Certified Probate Expert | Probate Real Estate Main Link: Estate Talks Podcast: What is a Certified Probate Expert? This Executorium’s Estate Talks episode was broadcast on Wednesday, February 7, 2024. Subscribe to Executorium’s Channel featuring Estate Talks, HERE. The certification, “Certified Probate Expert” designates someone who has completed
Estate Talks: What is a Certified Probate Expert? Read More »
Estate Appraisal | 4-minute read Personal Property | Appraisal | USPAP A professional personal property appraisal may be necessary for assuring the equitable distribution of assets among the heirs of an estate. A personal property appraisal may be required for tax purposes. The court may order an estate’s personal property appraisal. For several reasons, you
USPAP Standards, Personal Property and Appraisal Organizations Read More »
Executor help is a few phone calls away. As the executor, you’re the person responsible for seeing through the many tasks of estate administration. Estate service providers of many specialties are available to help with portions of the work. One of the most difficult aspects of being an executor is assessing the work in front of
Estate Help from Professional Estate Service Providers… Read More »
Executor “duty” is often a one time only experience. Every estate is different, and Executorium’s mission is to present executors and estate administrators with resources, information and routes to answers within these unchartered waters.
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Executorium is a journal of estate resources for executors.
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