Tag: probate

 TREAT YOURSELF: Order Extra Death Certificates

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 TREAT YOURSELF: Order Extra Death Certificates   Sometimes the only good thing to come from a person’s death is the money they leave to others. So why do so many families get gun shy spending a few extra dollars for what is arguably the most important document of that person’s post-mortem affairs? It’s totally normal, and always to your benefit, to order many more Death Certificates of your departed loved one than you think you will need, preferably sooner rather than later.     Death Certificates Transfer Everything   Aside from joint accounts, you cannot transfer any property from a deceased person’s assets without a valid (and usually original) Death Certificate. Times you will likely need a Death Certificate to

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Fifteen Common Mistakes – Probate

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In February 2019, Dan was privileged enough to contribute a video course for Lawline.com about “Fifteen Common Mistakes, and Simple Suggestions to Avoid Them, for a Future Smooth Probate.” The video is an overview of the fifteen most common mistakes made when estate planning. He will walk through all the potential obstacles an attorney may face if he or she is familiar with drafting wills, but has not yet experienced many of the nuances associated with probate. Topics to be discussed include revoking past wills, fixing mistakes after a will has been executed, general bequests, naming beneficiaries, survivorship provisions, and more. To watch the entire video presentation, please click here. Or below are three clips from the presentation. Importance of

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