Tag: probate

Executors: Are You Losing Sleep Over These Issues?

Most estate executors have no idea how to handle probate matters. Executors without a plan have more chance of stress than success. You are not alone when it comes to having estate nightmares. I have prepared a common list of fears that keeps executors up at night….
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Are You at Risk?

Your loved ones could be at risk. Use this checklist to make sure you have protected them. Answer each question with a "yes" or "no" response. 1. I have a written plan to protect loved ones if something happens to me. 2. I have named  executors plus…
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How Executors Learn on the Job

If you are going to be an executor or choose one for your will, there’s more you need to know. You should know that being an executor is not a badge of honour or distinction. Your job responsibilities are demanding and can take a year or more….
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“Help Me, I’m an Executor”

When a client calls and makes this request, what do you say? Giving your client an executor checklist is of limited benefit. It is also a tactical mistake. What your client really needs is a strategy to help them. That’s why I wrote Executor Kung Fu: Master…
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Use the Executor Mantra to Reduce Stress

Being an estate executor is stressful. Many people feel overwhelmed when suddenly they must take charge of an estate. You can easily make mistakes before you understand what’s involved. But now I can show you a new, stress-free way to succeed as an executor. Of course, you…
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Are You An Executor Looking for Help?

Most people do not know what executors are expected to do. Making the wrong decision can cause stress and get you into trouble. If you are a new executor of an estate, I know you are feeling overwhelmed. What should you do first? You have to protect…
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