The probate process is meticulously detailed and deadline-driven. Do you have all the knowledge and resources to make certain none of the crucial tasks fall through the cracks? This practical overview will provide you with a complete list of executor duties and deadlines to help you stay on track. Register today!
Explore all the documents you must obtain to get the process started.
Clarify the rules for issuing notices and opening the estate.
Review the creditor claims process and timeline.
Effectively manage estate assets and income, determine tax liability and request extensions.
Get a master checklist for completing the final accounting.
Make certain the estate is closed without a hitch.
Letters of Authority, Getting Certified, Gathering and Authenticating Documents
Initial Notices and Petition, Opening the Estate, Tax Extension Requests
Locating Assets, Inventory Checklist
Creditor Claims Tasks and Timeline
Tax Deadlines and Returns
Year-End Tasks When the Administration Lasts Beyond One Year
Sale of Assets, Payment of Expenses, Other Estate Management Tasks
Final Account Checklist: What Must Be Included
Final Disbursements, Estate Closing, Executor and Attorney Compensation
Beyond the Closing: Follow-Up Communications, Disputes, Requests, etc.
JENNIFER GUMBEL is an attorney at Wagner & Oehler, Ltd., where she serves clients in the areas of estate planning and probate. Ms. Gumbel takes a special interest in guiding clients in addressing issues arising when their loved ones pass away and helping them prevent issues from arising in their own estate, especially for farming families locally and international families globally. She is a frequent presenter and blogger on the topic, with a passion to inform people on the process of managing and distributing property after a death and how to best organize their affairs to make the process as smooth as possible for their loved ones. Ms. Gumbel is the creator of the website and podcast, An Organized (after)Life. She also assists clients in their real estate and business needs, particularly in conjunction with organizing their affairs. Ms. Gumbel is admitted in Minnesota and U.S Federal Courts. She received her B.A. degree from the University of Minnesota and her J.D. degree, with honors, from Drake University Law School.
GEORGE S. PEEK is a shareholder with Crivello Carlson, S.C. He concentrates his practice in the areas of secured lending and transactions, creditor/debtor litigation, business and commercial litigation, and products liability litigation. In the course of his practice, Mr. Peek also provides transactional services in the areas of business entity creation and dissolution, real estate, trusts and estates. He is a member of the American and Milwaukee bar associations. Mr. Peek's bar admissions include the State of Wisconsin, the state of Illinois, the U.S. District Court for the Eastern District of Wisconsin, the U.S. District Court for the Western District of Wisconsin, and the U.S. Court of Appeals for the 7th Circuit. He earned his B.A. degree from the University of Nebraska-Omaha and his J.D. degree from Marquette University Law School.
LOUIS A. SILVERMAN is an attorney at Silverman Law Offices, where he practices in the areas of estate planning, estate administration, probate law, and related tax matters. Mr. Silverman became board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices, and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the Board of Trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas.
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