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Category Archives: Probate/Estate Administration

The Importance of Keeping Good Records

If you are managing money for someone else, whether as a trustee, conservator or executor it is very important to keep good records. You may be held accountable to the Court or other interested parties for the work you are doing and your job will be easier if you have good records. In addition to [...]

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How To Change Attorneys

I will sometimes get clients who are leaving, or have left, their current attorney due to a problem with the attorney/client relationship.  Sometimes they will meet with me before they have formally ended their relationship with their other attorney, and they have questions about how to do that.  This post is to guide you through [...]

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Completing a Probate Inventory

If you are appointed the executor or administrator of someone’s estate in Massachusetts, you will be required to complete and file with the court an Inventory.  An Inventory is a form that the court will send you after you have been appointed, usually with the decree and certificate which shows that you are the executor.
The [...]

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How To Get Your Original Will from an Attorney

Attorneys will sometimes keep a client’s original will in their file. Years later, a client may want to obtain this will because they have moved or changed attorneys and want to revoke their old will.  The best way to obtain your original will from an attorney who has it is to send a request to [...]

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How To Find a Lost Will (or at least where to look)

I always recommend that my clients keep their original wills (and other important documents) in a fireproof box in their house, and that they let some family members know where the documents are located, and where the key is (or what the combination is) if the box is locked.  This is so that when the [...]

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The Dangers of Do It Yourself, A Cautionary Tale

A colleague recently had a new client come to see them. The man's father had passed away, and the son had found the Will…the Will that his father had purchased online and signed, thinking his wishes would then be honored. Sadly, they won't be.
The form Will that the father had filled out had spaces [...]

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Will There Be a Reading of the Will?

I am sometimes asked by my clients if there will be a "reading of the will", and the answer is almost always "no."  These days, there is generally no formal gathering at the attorney's office where the will is read to the heirs, no shocking revelations like in the movies.  And given that people often [...]

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What are you leaving behind? Thoughts on decluttering as part of planning.

I posted recently about the health effects of clutter on the person living with the clutter.  However, the effects of your clutter live on even after your death.  This blog, Confessions of a Hoarder, has a post describing the process of trying to declutter an estate after a person’s death. 
The author describes how her [...]

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Probating an Estate in Massachusetts

Probating an estate is the process by which a person’s Will is delivered to the Court, allowed by the court, an executor is appointed, and the person’s property is distributed according to their Will.  If the person has no Will, the process, called estate administration, is similar and the property is distributed  according to state [...]

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Paperless Records can Leave Heirs in the Dark

This article from the Wall Street Journal, Paperless World Can Leave Heirs in the Dark, outlines the dangers of keeping all your records on your computer.  With online bank accounts becoming more common, there might not be paper statements of your accounts, and if you don’t leave a record of them, your heirs might never [...]

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