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probate administration

A financial planner recently shared an interesting story — ultimately related to probate administration — with me. Death benefit assignment can prevent headache She had a new client looking to transfer assets from one financial planning institution to her institution.  This client was a recent widower. His recently departed spouse had a life insurance policy […]

Someone just passed away, and you’re personal representative of the estate. What should you do? Prior to the initiation of any probate administration (pre-administration), there are several important issues a personal representative should address.   Gather information about the decendent The relevant information you’ll want to collect is pretty standard. You’ll need the decedent’s name, address, […]