locating estate assets

The “Surprise” Asset – What to Do When You Discover Estate Assets After Probate

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Even with careful record-gathering at the beginning of an estate administration, it is not uncommon for an estate trustee to later discover an additional asset. The estate trustee may think they have prepared a complete list of all the assets owned by the deceased as of the date of death. Then, after the Certificate of Appointment of Estate Trustee (probate grant) (the “Estate Certificate”) is issued, something else turns up…..

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Estate Administration, Estate Administration and Probate Applications, Executors, Probate Tax, Tax Issues, Trustee

Executor on the Case: Becoming a Detective for Missing Assets

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Much has been written on All About Estates on the topic of missing heirs – how to find them, and what to do if you can’t. But what happens if you have missing assets? Perhaps you’ve been appointed as an executor of an estate where you have very little information about the deceased’s assets. Or maybe you have an understanding that there’s a bank account at one of the big….

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Estate Administration, Estate Administration and Probate Applications, Executors, Probate Tax, Wills

More Tales From the Field

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We received a lot of feedback on our Blog last week written by my colleague, Holly Allardyce, about locating estate assets. Readers shared some interesting stories from their experiences as a professional executor about where they have found cash and other assets that their deceased clients hid while they were alive. I have picked a couple of these stories from across the country to share with you. Tiny Treasured Train….

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Estate Administration, Uncategorized
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