619.741.0111 KimWard@ProbateAndTrustHelp.com DRE#01218310
My clients often have questions regarding their role and duties as the executor of the estate. I know that it can be hard to determine what are some of the common mistakes that can take place when fulfilling the estate duties which is why I have compiled a list for you. I’ll cover the 12 most common mistakes that I have seen made by estate executors and administrators in detail so that you can be sure to make the probate process easier for yourself and the beneficiaries.
00:00 Intro
00:39 #1 Executor Delay
01:12 #2 Paying out funds too early
02:14 #3 Failing to make the portability election
03:01 #4 Not following the terms of the will
04:21 #5 Failing to provide all probate asset information
05:15 #6 Executor failing to communicate
06:42 #7 Confusing probate assets with non-probate assets
08:38 #8 Not collecting probate funds in an estate account
09:10 #9 Getting help from friends instead of professionals
09:37 #10 Ignoring claims against the probate estate
09:55 #11 Executor self dealing
10:55 #12 Handling tangible assets under your own terms
11:51 Outro
Here at Horizon Real Estate we care about helping you, as the estate executor, administrator or trustee. We want you to feel comfortable throughout the probate process, and to help you get the most money quickly from your estate house or trust property.
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Have a probate house or house in a trust and need guidance on how to prepare and sell? Think of this channel as your real estate resource.
If you’re an executor or administrator and want a free copy of my book "What To Do When You’re Responsible For Real Estate A Loved One Leaves Behind" Or, if you’re a trustee and want a free copy of "Exactly What To Expect As Trustee For Real Estate A Loved One Leaves Behind" simply call my office at 619-741-0111.
I’m a full time REALTOR in San Diego, California with Horizon Real Estate. I’m an expert at helping executors, administrators and trustees with probate houses and houses in a trust. A wife, mom to three grown sons and a daughter, plus She-she (that’s my grandma name) to the two cutest, smartest and busiest kids.
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I am NOT a lawyer or tax professional. The presentations reflect my own understanding of the underlying subjects. However, the presentation is based on my professional experience in the field of real estate. The information contained herein should NOT be used as a substitute for the advice of an appropriately qualified and licensed attorney, tax professional or contracted real estate agent/broker. The information provided here is for informational purposes only. You should consult with a professional to seek legal advice regarding your exact circumstances.
If you want to talk with me about San Diego real estate, fell comfortable calling me at 619-741-0111 or email me at KimWard@ProbateAndTrustHelp.com
California DRE license #01218310
