Nov 30, 2022

After many months (maybe years), the estate is finally nearly finished. What are the final steps to close probate? We’ll explain the accounting, receipt and releases, and the reserve.

What is the estate accounting?

The estate accounting are the full books and records of everything that has transpired during the...

Nov 23, 2022

How do you find the original will after someone dies? We’ll cover where to search, how to get access, and what happens if you can’t find the original.

Did the attorney keep the original will?

It is common for an attorney to hold the original will. If you have a copy of the will, the lawyer’s name is usually...

Nov 16, 2022

Choosing an executor can be very difficult if you feel you don’t have many choices, especially if you own non-traditional assets such as Bitcoin. We previously discussed this topic, generally (https://anthonyspark.com/help-i-dont-have-an-executor-for-my-will/), but what about Bitcoin?

Whether it’s because your...

Nov 9, 2022

Is the highest offer the strongest offer? Not necessarily, especially in probate. Sometimes an heir or a co-executor believes they can get a higher offer. Then, all things being equal, we should take that offer. However, it’s unusual that two offers are identical. There are other factors to take into account besides...

Nov 2, 2022

A few Solo Agers have asked if they can use beneficiary designations instead of a traditional estate plan. We’ll explain some pros and cons of beneficiary designations, and why a professional executor may work better.

Why traditional estate planning doesn't work for Solo Agers

Most traditional estate plans are...