How do I begin working through Mom's estate?

It really can feel overwhelming to act as the executor of an estate, even when there is another sibling to help with the job.

And the task can be all See also:
What's the difference between a senior real estate specialist and a garden-variety real estate agent?

See all 86 questions about Probate the more confusing because different states impose different rules for handling different types of property—and some administrators in banks, stock brokerages, and title companies impose their own rules on how you must proceed. The process should not be difficult, but it often takes patience and the ability to do some paperwork and keep track of details.

There is an excellent book available that can walk you through the process. It’s called The Executor’s Guide: Settling a Loved One’s Estate or Trust www.nolo.com/products/the-executors-guide-EXEC.html and is published by Nolo. (In the interests of full disclosure, I have also had books published by Nolo, but have no stake or claim in this one on executors.)

The local probate court may also be a god place to get more information. Some of them have good self-help law centers, or even clerks on duty to help those who are proceeding on their own. Check what’s available locally by searching for “probate” and the county or city where your mother died.

The question about when and whether you should buy your mother’s house is a completely different matter—and will require you to do some soul-searching and to take a hard look at your own complete financial picture. Proceeding with the probate of the estate will help give you more of the financial information you need to make a wise assessment. And a local real estate broker or financial advisor may also help make you aware of possible options.

For the soul-searching part, you’re on your own.

Was this answer helpful?

Yes

No

Report Abuse

Yes

No

Report Abuse