Introduction
When people hear the word "estate", they envision the mansion on the hill, but an estate is simply whatever one leaves behind. Sometimes it's a little and sometimes it's a lot, but whatever the estate looks like, the process and challenges for the executor are largely the same.
There are a number of variables unique to each estate that can have the ability on their own to dramatically and negatively change the outcome of inheritance plans, often creating tremendous stress for the executor and beneficiaries alike.
I take my clients through a comprehensive 3-step process to identify issues that may complicate the job an executor will eventually perform - and more importantly, establish a plan to address these issues and assist executor(s) in their duties by clarifying intentions and documenting key items.
There are a number of variables unique to each estate that can have the ability on their own to dramatically and negatively change the outcome of inheritance plans, often creating tremendous stress for the executor and beneficiaries alike.
I take my clients through a comprehensive 3-step process to identify issues that may complicate the job an executor will eventually perform - and more importantly, establish a plan to address these issues and assist executor(s) in their duties by clarifying intentions and documenting key items.
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