Conveyancing property, wills and Estates.
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The news and views in two strands (based on the work that we do):
1. Conveyancing property to
conveyancingproperty.blogspot.com
2. Wills and Estates, Probate work to
wills-probate.blogspot.com
Items that don't quite fit into these categories are on this page.
01 December 2007
Be prepared for summer family get-togethers. If you are an Executor of an Estate this means that you can expect to be asked questions by the beneficiaries.
Make sure you know these dates (or possible dates): Notice of intended application for probate; Probate; Notice of intended distribution.
Will there be an interim distribution? There often is so, when will it be likely to happen and when can the final distribution be made?
Arrange a progress report from your solicitor along with a copy of the Estate account or Trust statement. Check if you need an updated one closer to the date of the family gathering.
The
Fast Answers on Estates from the Law Society has
more..Labels: executors, seniors
20 February 2007
When contemplating a will think about how people can be contacted about your death.
If you live a life that uses a lot of email then you may have to leave your passwords where your executor can find it.
They may need to access your inbox (or contacts list) to let your friends know that you've died. If the email account is a free one then this may have to happen urgently before the account is deleted.
smh.com.au/.../what-happens-to-your-emails-when-you-dieUpdate:
Keeping important records where they can be found in case of your mental decline or after you are gone.
That once meant storing papers in a safe or a file cabinet at home, in a safe-deposit box or with a trusted adviser. Even if the record keeping was spotty, there was a paper trail, starting with bills and statements that showed up in the mail.
But that trail has become harder to follow as more people manage their finances online.
nytimes.com/../your-money/estate-planning/Labels: executors, seniors, wills