In this video, we’ll be sharing detailed information about a sensitive and responsible task… Emptying a home of personal property as the executor or administrator of a loved one's estate. We’ll be sharing a list of do's and don'ts, along with a story highlighting a common mistake. Our goal is to provide you with clear, actionable guidelines to navigate these challenges effectively. From identifying valuable assets and important documents to understanding the legal implications of distributing personal property, we cover all the bases to ensure you're fully prepared. Don't forget to download our Easy Inventory Collector below!
00:00 Intro
Do's -
01:00 #1 Understand legal responsibilities
01:14 #2 Inventory and appraisal
01:54 #3 Communicate with beneficiaries
02:05 #4 Secure the property
02:19 #5 Follow the will
02:30 #6 Pay debts and taxes
02:51 #7 Distribute personal property
03:00 #8 Donate or sell remaining items
03:10 #9 Keep records
03:20 #10 Seek professional help
Don'ts -
03:33 #1 Don't rush the process
03:43 #2 Don't disregard the will
03:50 #3 Don't show favoritism
03:59 #4 Don't ignore debts and taxes
04:05 #5 Don't use estate funds for personal use
04:20 #6 Don't dispose of items prematurely
04:29 Story time - What NOT to do
05:06 Outro
**Easy Inventory Collector: bit.ly/2Ky4GvC
Here at Horizon Real Estate we care about helping you, as the estate executor, administrator or trustee. We want you to feel comfortable throughout the probate process, and to help you get the most money quickly from your estate house or trust property.
Kim Ward DRE#01218310
Ashlie Rivera DRE#02042935
Advisors@ProbateAndTrustHelp.com
619.741.0111
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Have a probate house or house in a trust and need guidance on how to prepare and sell? Think of this channel as your real estate resource.
If you’re an executor or administrator and want a free copy of my book "What To Do When You’re Responsible For Real Estate A Loved One Leaves Behind" Or, if you’re a trustee and want a free copy of "Exactly What To Expect As Trustee For Real Estate A Loved One Leaves Behind" simply call my office at 619-741-0111.@@
I’m a full time REALTOR in San Diego, California with Horizon Real Estate. I’m an expert at helping executors, administrators and trustees with probate houses and houses in a trust. A wife, mom to three grown sons and a daughter, plus She-she (that’s my grandma name) to the two cutest, smartest and busiest kids.
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I am NOT a lawyer or tax professional. The presentations reflect my own understanding of the underlying subjects. However, the presentation is based on my professional experience in the field of real estate. The information contained herein should NOT be used as a substitute for the advice of an appropriately qualified and licensed attorney, tax professional or contracted real estate agent/broker. The information provided here is for informational purposes only. You should consult with a professional to seek legal advice regarding your exact circumstances.
If you want to talk with me about San Diego real estate, fell comfortable calling me at 619-741-0111 @@or email me at KimWard@ProbateAndTrustHelp.com
California DRE license #01218310