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geoffreysf's latest comments
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18th Dec 2022geoffreysf commented on:
Executor and BeneficiaryFor John and anyone else out there with estate issues – Yes of course a death certificate is required just to get going on a probate, on an estate. Your executors should know that. It's total inexperience. I don't like stressing this... but I've been in the estate business for 24 years; and believe me, this is a major problem with executors – they are nearly all inexperienced in estate matters. And this has hindered the way the estate process has been handled for so many, many decades in England, in Canada, in the United States. I'd like to suggest avoiding a lot of these problems before they even begin festering! The executor has become so important, along with the attorney of record – for settling estates – so it's critical to get the executor a software guidance system, and now they finally have a few online options to look to. In the USA and Canada, there are just a few estate executor guidance software system, but only one that I thought was perfect when I had to research this subject – a firm called EstateExec™ – the only genuinely digital estate support software I was able to find, with a Free Trial, – focuses exclusively on guidance and help for inexperienced executors; plus attorneys new to estate law; is Rated 4.9 Stars on “Trust Pilot Reviews”, and won the 2022 Worldwide Finance Award "for cloud-based software." As our friend John here found out the hard way, they all face a complex road ahead of them, in terms of setting an estate; often with real property to sell and complicated assets and issues requiring resolution, while taking great care to avoid missteps or missed deadlines. With so much at stake, I have been saying for years that executors need a 2-week workshop, or some sort of online estate guidance system that makes the estate process much simpler, and a lot easier to implement. Most importantly though, bottom line, that sort of system has to remain popular with estate law firms, and with executors, who need this kind of help the most.