Settling an Estate: What Does the File Need?
Check yourself
Two minutes for an executor, a family helper or an heir. It records what you have been told the file needs, whether there is a date, who must agree and whether the items can travel. It never says what the file needs.
Key points
- It records what you have been told the file needs, and it does not say what a file needs.
- It asks whether there is a date, and the date is yours, so nothing in it hurries you.
- It asks who must agree before anything moves.
- It asks whether the items can travel.
- Who may sell, how items are divided and how taxes apply are matters for the estate's attorney or an accountant.