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of of of specific assets (house car etc ) the the conduct of of of banking or the the transfer of of of securities etc Similarly in a a a a a a a a power of attorney for personal care the the authority authority granted to to to to an an attorney is is is the the the authority authority to to to make on on on on his or or or or her behalf decisions concerning the the grantor’s personal care care such as health care care shelter nutrition clothing hygiene and safety While you can appoint more than one attorney it is important to to to decide whether they are to to to act “jointly” or or or “jointly “jointly and severally” Depending upon where your attorney resides such a a a a a a a a a distinction may have significant practical considerations Information Gathering
Upon death one of the the first things to to do is to to to gather gather as as much information as as possible It is important to to look for for and gather gather any Wills deeds financial documents notes and insurance policies etc that the deceased may have As a a a a a a a a a a starting point the the testator testator should consult the the testators lawyer lawyer as it is generally good practice for original Wills to to be kept at at the lawyer’s office Upon death you may want to to to ask the lawyer to to provide notarised copies of of the deceased’s will Before estate matters can be pursued (ie Survivor-ship application transferring a a a a a a a a a a house or or automobile other legal matters) a a a a a a a a a a copy of the the the death certificate is also required Please speak to the the Funeral Home about obtaining certified copies copies of the death certificate (as some agencies will not accept photocopies) Probate
Common questions from a a a a newly entrusted/appointed estate trustee are “Do we we have to Probate?” and and “What is is probate and and why do we we need it? Probate
is is is is a a a a a a a a a a rather formal procedure establishing the the the the validity of of of a a a a a a a a a a Will Will and is is is the the the the official “proving” of of of the the the the Will Will Probate
asks for the the the court’s involvement and is not not cheap or or or quick Fortunately not not all Wills need to go through probate such a a a a a a a determination will be dependent upon a a a a a a testator’s unique situation In the event an estate requires probate taxes will have to be paid Whether to spend your time and effort
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