Estates Made Simple
Welcome to the “Estates Made Simple” Podcast, hosted by Gordon VanderLeek, a licensed lawyer specializing in wills, estates and trusts, and Jenna Carvalho, an estate and trust consultant with over 10 years experience helping families secure their assets and plan for the future. We are a bi-weekly podcast that discusses the complicated and often confusing world of estate administration. Our goal is to provide you with the insight, knowledge and resources to help you navigate this complex process. Every episode we bring our unique perspective to provide listeners with unbiased information and practical tips to ensure success and mitigate risk. Even if you are not an executor, there will be topics of interest as you consider planning options for your own estate. Join us for helpful tips and important information on navigating estate administration so you can achieve peace of mind as an executor or administrator.
Estates Made Simple
What Questions Should an Executor Ask
Summary:
In this episode, our hosts discuss the crucial questions an executor should ask before agreeing to an appointment. They emphasize the importance of proactive communication between the testator and the proposed executor to ensure a smooth and efficient estate administration process. Gordon draws from his experience as an executor to provide practical insights into the key questions that need to be addressed.
Key points:
- Location of Important Documents: The proposed executor should inquire about the whereabouts of the will and other important documents to expedite the probate process.
- Legal Considerations: Evaluating the complexity of the estate and potential legal issues is essential for the proposed executor to make an informed decision.
- Executors should have a conversation with the testator before accepting the role.
- The testator must obtain consent from the proposed executor.
- Clarifying the condition of the estate, such as tax filings and safety deposit box access, is crucial.
- Potential disputes among beneficiaries or blended family dynamics should be considered
Hosts:
Jenna Carvalho
The smartest way to choose an executor.
Guardian Estate Company
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Gordon VanderLeek
Give your family a legacy of protection - Wills, Estates and Trusts.
VanderLeek Law
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