You’re family, and now you have a tough family duty – you’ve been named an executor for an estate or a trust. The estate may not be huge, and it may be pretty simple, but there are some things you’d like some help with, like:
- What happens to all the “stuff?”
- When can I distribute, sell, give away what?
- What happens when I want to keep something, but someone else claims it?
- How much of this stuff has value, and how much is it worth?
Senior Guardian Services can answer your questions, and help you work through the process. We’ll help you:
- Locate and evaluate real property, personal property and other assets
- Mediate disputes between heirs according to the decedents wishes
- Distribute assets and personal property appropriately
- Refer you to other professionals who can help with specific tasks, like realtors, attorneys, auction houses, waste removal professionals and more
- Assist you in completing your required reports and tax returns to resolve the estate
We’re not attorneys, and there are many good qualified estate attorneys to whom we’ll be happy to refer you. We usually work in tandem with them to help them resolve the estate quickly and discreetly. Some conversations may not feel as comfortable in front of an attorney, or aren’t appropriate for a legal office as they are not of a legal nature. We handle those instances in our private offices in Lutherville, MD.
If the will, living will, final instructions or other documents are vague, non-specific, or missing, or don’t exist at all, we, along with an attorney can help you get organized, get started, and raise some questions and supply answers to questions you may not have thought of yet. If your fellow heirs are particularly adversarial or stubborn, we’ve devised some specific tools to help work through the contested items and distribute things fairly and equitably, without finger-pointing, rancor or jealousy.
Family is the most precious thing we’ve developed as humans. We’ve seen families sustain permanent damage over an argument related to distribution of something small and ultimately insignificant. It wasn’t much, but it meant enough to them to almost destroy their familial relationship. Don’t let this happen to you – call the professionals to help you.