If this is your first time being an executor or handling estate administration, having a checklist to work from can help you avoid important inheritance draining mistakes. There can be an immense amount of pressure involved with your fiduciary duty, leverage this resource to take the weight off your shoulders.
Be Prepared For The Journey Ahead Of You
There are important deadlines and requirements to make sure you and your professional team adhere to during the Probate process. Be in the know, and manage the estate assets according to your duty as an executor or administrator.
Legal Steps
You hired a trusted legal advisor to handle the court filings and to guide you through the process. Learn the steps they are taking to settle the estate.
Estate Asset Management
A key component of responsibilities of an executor is managing the estate's assets. Both financial and physical assets. Take the necessary steps to secure them properly.
Property Maintenance Steps
Identify the necessary steps to maintain the estate property until the assets are distributed to the beneficiaries.
Effective Estate Sales
Maximize the inheritance by executing an effective Estate Sale with these important factors accounted for.
Estate Solutions PRO's Give You Options
Estate Liquidation
Handling the personal property of a loved one's estate can be difficult, stressful, frustrating, and emotional. Let us work with you to take care of the heavy lifting and coordinate the sale & donation of items leaving you with less things to worry about.
Property Maintenance
Protecting the estate when vacant is a crucial aspect of managing the estate assets. Our solutions team of experts can secure the property, make any necessary repairs, or renovate the house to help you achieve your goals whether keeping or selling the property.
Get Your Free Checklist
Click on the Probate Checklist image here to download your FREE Copy!
You'll be able to save the .pdf file locally on your computer or phone AND print out a copy to hang on your fridge to keep your estate administration activities on track.