Estate Planning Help
Estate Planning Help
When we lose a family member or a friend sometimes we might find ourselves in the position of being an executor for their estate. For some this can be a daunting task. This is why we have created our executor checklist below in which can help you try and keep things on track.
Just remember, if you need help it is always a good idea to seek legal advice. A lawyer or notary public will advise you on matters such as probate and legal procedures.
Below you will also find other useful information to help you with settling estates.
Estate FAQ's & Tips
What is Probate?
Probate refers to the legal procedure that obtains the courts approval to officially recognize the WILL as the “Last Will and Testament” of the deceased. It also approves the executor as the legal representative of the estate. It is advisable to seek legal advice to determine whether probate is necessary.
Locate the Will
Not only is the WILL necessary for making funeral arrangements it is even more important for settling one's estate. If you know you are the executor for someone's estate we advice you to have a talk with them or someone who does know where the WILL is located.
How Many Death Certificates Do I Need?
This is a common question we get asked by families. We always recommend starting with at least 2-3 death certificates. Depending on the size of the estate you may need more, but do not worry we can always order more death certificates if you need them.
Seek Help.
If settling an estate is becoming to much and or you are not sure where to start, seek legal help. We have many great lawyers and notaries on the North Shore who can relieve stress and can help take care of the estate.