EstateExec – A Tool for Estate Admins

EstateExec – A Tool for Estate Admins

Taking on the role of estate executor or personal representative can be overwhelming. Executors are responsible for navigating the probate process, identifying and managing assets, paying outstanding debts, and ensuring that all legal and financial obligations are...
Grieving while a Personal Rep

Grieving while a Personal Rep

When navigating estate administration responsibilities while grieving, it’s crucial to avoid certain behaviors that can exacerbate your emotional and practical challenges. Don’t Rush or Make Major Decisions Hastily Grief can cloud judgment, leading to decisions that...
Handling Digital Assets

Handling Digital Assets

Some people hold significant assets in online accounts, digital currencies, and virtual properties. Managing digital assets has become an essential aspect of estate planning and administration.  Wide Range of Assets Executors, the individuals responsible for carrying...
Death and Taxes

Death and Taxes

Taxes are a critical aspect of estate administration that executors must address with priority. In California, tax obligations precede many other financial duties, including debts to private creditors and even distributions to beneficiaries, as outlined in estate...
Jump Start your Executor Duties

Jump Start your Executor Duties

Losing a loved one is an incredibly difficult experience, compounded by the daunting task of handling their final affairs. During this emotional time, the responsibility of managing probate and estate matters can be overwhelming. Fortunately, specialized services are...
Handling a Decedent’s Mail

Handling a Decedent’s Mail

When someone dies, the mail doesn’t stop. The bills keep on coming, and magazines continue. They may be on many mailing lists, and friends may not have been aware. As executor, the mail is your responsibility; however, it is also a source of information. Mail is...