Probate is notoriously confusing. Small estate affidavits, formal vs. simple administration, executors & executrixes— there’s more than enough jargon to make your head spin. We get it, and that’s why we made a probate guide that actually tells you what you need to know without assuming anything. You’ll walk away with a tangible timeline, actionable next steps and real clarity on what probate actually means for you and your family.
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As an advisor, are you prepared to advise clients through generational wealth transfers? Invest a few minutes to learn a few easy but valuable tips to connect with the next generation and help establish you as a trusted advisor.
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Navigating estate settlement, which often also includes probate, can be an unfamiliar and intimidating process for unprepared wealth advisors. In this 1st part of a 3 part series, we break down steps for getting up to speed, review helpful resources and share tips for finding your unique role in assisting your clients.
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As a professional that has spent my 30-year career servicing the fiduciary industry, here are 3 tips (lessons learned) that a future executors can take action on ahead of time to result in a swifter and smoother probate process.
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While letters testamentary and letters of administration are often used interchangeably, they are not the same thing.
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An estate not being able to pay all of its debts, taxes, or inheritance to beneficiaries means it is insolvent. And when this happens, there’s an order to things.
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Most estates don’t need a lawyer, but that doesn’t mean they aren’t useful or necessary in many estate settlement situations.
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