The executor’s job includes gathering all of the assets, determining the value and ownership of real estate, securities, bank accounts and any other assets and filing a formal inventory with the probate court. Every state has its own rules, forms and deadline for the process, says an article from yahoo! Finance titled “What Do I Need to Do … Continue reading What Is Included in an Estate Inventory?
Category: Death
What’s the Best Way to Organize Your Estate Plan?
Congratulations, if you already have an estate plan. However, do you remember where you put it? Does anyone but you know where it is? According to an article from The Press-Enterprise, “2023 check list: How to organize your estate plan,” most people take their estate plan and put the binder or file folder someplace they deem safe and … Continue reading What’s the Best Way to Organize Your Estate Plan?