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
Successful Estate Administration - Tips, Themes, and Common Traps to Avoid
Summary:
In this episode, we dive into the world of estate administration, drawing from our experiences with both professional executors and laypeople who have taken on this critical role. We discuss key themes and share tips on what makes an executor successful.
The conversation covers defining successful estate administration, managing time effectively, providing regular updates, making objective decisions, and relying on experts. These insights aim to guide executors in navigating the estate administration process smoothly and effectively.
Key points:
- Develop systems to manage time efficiently
- Understand that estate administration doesn’t have a hard and fast deadline but requires consistent progress
- Dedicate regular time to the administration process and prioritize tasks
- Avoid procrastination to prevent delays and potential legal issues
- Set aside personal biases and make decisions in the best interest of the estate
- Delegating tasks to experts can help maintain momentum and ensure accuracy in the administration process
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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