Feb 22, 2023

What information are heirs entitled to, and how often can they request it? There is a delicate balance for executors to keep heirs in the loop without draining their time or estate resources in constantly responding to inquiries.

Executor vs. beneficiary rights

Why is it important to balance executor and...

Feb 15, 2023

Heirs often want to know if there is any way to get their inheritance faster.

Probate can take a long time, for various reasons, and lately it has been taking even longer because IRS delays are making tax clearance even slower. So, here are some options for heirs in a cash crunch.

Expense reimbursements

First, the...

Feb 8, 2023

What are some less costly alternatives for a managed multi-sig bitcoin inheritance plan?

Why poor man’s multi-sig?

A multi-sig setup is good for inheritance purposes, because multiple keys are needed to access your funds. This way, there’s no pressure on one single keyholder to have high-level security. In...

Feb 1, 2023

E303 How to Choose an Executor Who Will Accept

A common question from our Solo Agers is: does my executor have to accept?

Because our Solo Agers spend a LOT of time carefully choosing who will be their executor, it would be terrible if that carefully chosen one decides to not even serve! Our Solo Agers understand...