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
Navigating Probate for Small Estates
Summary:
In this episode, our hosts dive into the complexities of handling small estates and discuss whether probate is necessary in such cases. They explore the reasons behind the probate process, its advantages, and why it might be beneficial even for smaller estates.
The conversation highlights common scenarios and provides practical advice for executors facing the daunting task of estate administration.
Key points:
- Always verify whether probate is necessary for the estate you’re handling
- When dealing with specific assets like vehicles, check local regulations as they might differ and provide easier alternatives
- Protection for third parties (e.g., banks) to ensure they deal with the right person
- The discretion banks and other institutions may exercise for small estates
- Introduction of the surrogate digital process reducing probate time to approximately 14 days
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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