Losing a loved one is never easy, and sorting out their affairs can feel like an overwhelming responsibility -- especially if you are unsure about whether they left behind a will. It can help provide clarity and guide you through the next steps of handling their...
Estate Administration
Best practices for first-time estate executors in California
The role of estate executor requires a deep sense of duty, meticulous attention to detail, and a compassionate approach. Understanding the complexities involved and knowing where to start can ease the burden, allowing you to fulfill your responsibilities effectively....
4 responsibilities of the executor of the estate
A testator can name someone close to them to settle their estate. This person is called the executor of the estate. If you were named an executor, it can help to create a checklist to help ensure your duties as an executor are fulfilled. Here are a few things to add...
4 reasons why you should have a power of attorney
When making your estate plan, designating someone with power of attorney authority is a crucial decision that can result in numerous benefits. Imagine a scenario where you become incapacitated due to illness or injury, rendering you unable to make important financial,...
What if someone dies without a will or doesn’t name an executor?
Writing a will allows people to state their wishes on how their estate should be distributed when they die and the decisions their loved ones should respect if they become incapacitated. A testator (the person who writes the will) usually appoints an executor to...
Choosing the best executor of your will
You expect your loved ones to take over your estate according to the will you left behind. However, you need the right person for the job. An executor is largely responsible for administering your estate before assigning each beneficiary their portion. As such, they...