The Estate Blog

“Are You Ready to Be An Executor?”

Are you…? • an executor who does not know their role and duties? • an executor who wants to know what to do and when? • trying to protect yourself from executor headaches? If you answered “YES” to any of these questions, you’ll love this online workshop. You will find…
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Executor Dictionary A-Z

Beneficiaries – Not All Are Equal Beneficiary: one who receives benefit under a trust, insurance policy or will As an executor, you must know that not all beneficiaries have the same rights. Here are three main types of estate beneficiaries: 1. Specific Gift Beneficiary Sarah got a…
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Are Probate Problems Driving You Crazy?

If you are an executor, are you having problems probating an estate? You may be trying to figure out what you are supposed to do first. As an executor, you deal with accountants, lawyers and investment advisors. Angry and disappointed beneficiaries can make your stress levels soar….
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Executor Dictionary A-Z

I am starting a new executor (“estate trustees” in Ontario) dictionary. I am starting with this word: accounts. Accounts – What happened to the estate’s money? Accounts contain a record of an executor’s financial dealings for the estate. Accounts or an accounting are the executor’s statements or…
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How to Quickly Prepare a Proper Will

Let me explain what the trick is about wills. Simon had no clue how to divide up his estate. He was going on a trip to Dallas and wanted to make a will before he left. He wondered, “If I leave $25,000 to Billy and $25,000 to…
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Do You Need EstateTherapy™ as an Executor?

Take This Quiz – For Executors This does not diagnose, treat or replace professional advice. Things are not going well. Are you an executor handling an estate who feels: like you don’t know where to begin? overwhelmed by an estate problem? like you are coping with an…
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Caution: Wills Are Not Bulletproof

Free EstateTherapy.com webinar – Wednesday, November 17, 7 p.m. EST You can’t imagine the chaos that can be caused by a bad will. Your family can be torn apart if you make a will that is not valid. All of your relatives may have to hire lawyers….
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