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4 things to consider if you’re executing an estate for the first time

On Behalf of | Feb 7, 2024 | Uncategorized

If you have executed someone’s estate before, you have a good understanding of what this process entails. However, this process may understandably feel daunting if you are engaging in it for the first time.

It’s perfectly achievable, provided you go about it the right way.

Be sure you are willing to take this task on at this moment in your life

You may have agreed to execute a friend’s estate a long time ago. You may be much busier now than when you said yes. Or in much poorer health. If you would rather not do it, it’s better to say so, as it involves a lot of work. The deceased might have named a backup option, but if they haven’t, then a court can appoint someone else.

Maintain transparency at all times

You are allowed to fall behind a little or to make certain mistakes. What you mustn’t do is try and hide any of your missteps from the beneficiaries. You have a duty to keep them up to date with how things are progressing. If they don’t feel they can trust you because you hide things from them or refuse to update them, they may seek to remove you.

Document all your actions

It’s common sense to leave a paper trail of what you do. It can provide vital backup should anyone accuse you of mishandling things.

Slow and steady does it

You do not need to rush through estate planning, despite the pressure beneficiaries may put on you. Some things take time, and feeling pressured into hurrying will likely lead to mistakes that may delay the whole process.

Finally, do not be afraid to ask for help. Executing an estate can be complicated, and using some of the estate’s money to pay for legal assistance can potentially benefit everyone in the long run.