{"id":44327,"date":"2015-10-19t05:01:48","date_gmt":"2015-10-19t09:01:48","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=44327"},"modified":"2017-06-22t09:25:20","modified_gmt":"2017-06-22t13:25:20","slug":"how-to-advise-an-executor","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/10\/19\/how-to-advise-an-executor\/","title":{"rendered":"how to advise an executor"},"content":{"rendered":"
bonus checklist: 14 questions to answer.<\/strong><\/p>\n by ed mendlowitz<\/em><\/p>\n question:<\/strong> i have a client who became the executor after his mother died. he has a brother and two sisters. they asked me to advise them, but i am not that familiar with handling estates. is there anything you can tell me to get me started?<\/p>\n more practice doctor q&a: <\/b>why your clients need annual minutes \u2013 and how you can help<\/span><\/a> | <\/span>14 ways to use timesheet data<\/span><\/a> | <\/b>how much overhead is too much?<\/span><\/a>|<\/span>\u00a0<\/span>there\u2019s more to growth than marketing | <\/span><\/a>how to make annual staff evaluations work<\/span><\/a> | <\/span>when to hire an admin assistant<\/span><\/a> | <\/span>how to notify clients of a partner\u2019s retirement<\/span><\/a> | <\/span>12 must-knows for niche markets<\/a>\u00a0<\/span><\/p>\n <\/p>\n exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a><\/span><\/p><\/blockquote>\n <\/p>\n answer:<\/strong> it is never good to work on things you are not familiar with, but doing so can provide that familiarity, as long as you cannot do any harm to the client. one of the things you can do is help the client assemble the information, after which you can review it with them and refer them to an attorney, who you could then assist and work with them under his or her direction. that\u2019s how experience start. the above should get you started.<\/p>\n
\nalso, any preliminary work you do will add value since it would make it easier for the attorney. following is a preliminary listing of information you should ask for.<\/p>\n\n