“I’m so confused! The woman at the bank said I have to keep this account here. The guy at the insurance company said I should really do this. And my friend said she didn’t do any of this. I don’t know what to do!”
The above is a general excerpt of conversations I have with Executors all the time. The first few months of handling an estate can be tough. You have just lost someone close to you and now you need to sort out what they left behind and are dealing with so many people on so many matters. You will get advice from almost everyone you encounter. You will hear stories about how the person you are interacting with handled it. And you will most certainly interact with someone who will adamantly insist they know the law and what they are telling you is the exact opposite of what your attorney told you. Or at least you think it is the exact opposite. Come to think of it, now you are not so sure because you have heard so many different things from so many different people.
Continue Reading But my Friend Said… What to do When You Get Conflicting Advice