Executor Trustee Overload and Procrastination for Dealing with Personal Property

Posted date: March 21, 2023 No Comments

So, you’re stuck with “that job”.  You are the executor or trustee of the estate.  It is a particularly overwhelming role to have been given that thankless job, you typically didn’t volunteer for, and not one that you should be expected ...

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Survey Insights From Thousands of Heirs Dividing Estates

Posted date: July 30, 2020 No Comments

Over the years we have asked heirs in divisions to complete a short survey to help provide insights to the Administrator / Executor of an estate division and for our own understanding of the concerns and motivations of those dividing estates.  For t ...

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5 Tips to Dividing Your Family Estate Peacefully

Posted date: July 10, 2020 No Comments

1. Remember everyone processes grief differently, and peoples’ attachment to the value (emotional value) of things isn’t always a reflection of caring more or less about the lost loved one. Some people really want, or must have things they can to ...

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Estate Settlement During COVID-19

Posted date: June 2, 2020 No Comments

Estate Settlement of personal property and tangible assets between heirs has always been one of the most challenging parts for families and professionals helping them.  Think about the typical solutions offered. Most all of them start with: “Get t ...

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Valuable Things to do During Covid-19 Time at Home

Posted date: March 24, 2020 No Comments

Most of us have additional time at home due to Covid-19.  We are also gaining a realization that our mortality, and that of our elder loved ones is real; now is a unique opportunity to do things, not yet done.  Among those is de-cluttering our home ...

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