Page 9 - Jupiter West - August '19

Jupiter West, Page 9
Three Tips For Overwhelmed Executors

Submitted by Anné sure you’re crossing all the “i’s” and dotting all the “t’s,” 3. Establish lines of communication.
Desormier-Cartwright, hire an experienced estate planning attorney now. Having As an executor, you are effectively a liaison between
Esq. a legal professional in your corner not only helps you multiple parties related to the estate: namely, the courts,
While it is an honor to avoid pitfalls and blind spots, but it will also give you the creditors, the IRS, and the heirs. Create and maintain
be named as an executor of greater peace of mind during the process. In fact, in some an up-to-date list of everyone’s contact information.
a will or estate, it can also states it’s a requirement that an executor be represented Also, retain records such as copies of correspondence or
be a sobering and daunting by competent legal counsel, so it’s always a good idea notes about phone calls you make as executor. Open and
responsibility. Being an to discuss your responsibilities with an attorney before honest communication helps keeps the process flowing
executor, called a personal you start taking any actions. smoothly and reduces the risk of disputes. It’s worth
representative in Florida, 2. Get organized. repeating because it’s so important – keep records of all
requires a high level of One of the biggest reasons for feeling overwhelmed as communications, so you can always recall what was said
organization, foresight, and an executor is when the details are coming at you from to whom.
attention to detail to meet responsibilities and ensure that all all directions. Proper organization helps you conquer If you have been appointed as an executor, and you are
beneficiaries receive the assets to which they are entitled. this problem and regain control. We will advise you of feeling overwhelmed, we can provide skilled counsel and
If you’ve found yourself in the position of “overwhelmed what to do when, but in general, you’ll need to gather advice to help you through the process. We can also help
executor,” here are some tips to lighten the load. several pieces of important paperwork to get started. It’s you draft your own estate plan, so your family can avoid
1. Get professional help from an experienced a good idea to create a file or binder so you can keep the stress of probate. Give our office a call today for an
attorney. track of the original estate planning documents, death appointment. We look forward to hearing from you.
The caveat to being an executor is that once you certificates, bills, financial statements, insurance policies, If you have questions about this or your estate plan and
accept the responsibility, you also accept the liability and contact information of beneficiaries. Bringing all of what documents are necessary schedule a consultation
if something goes wrong. To protect yourself and make this information to your first meeting will be a solid start. today by calling our office at (561) 694-7827, Anné
Desormier-Cartwright, Esq., Elder & Estate Planning
Attorneys PA, 480 Maplewood Drive, Suite 3, Jupiter, FL
Chief’s Corner 33458.
The content of this article is general and should not be
relied upon without review of your specific circumstances
Dear Resident, • Maintain the school zone speed limit. by competent legal counsel. Reliance on the information
School is back in • Share the road with school buses. herein is at your own risk, as it expresses no opinion by
session starting Monday, • Obey the school bus stop sign as the bus stops for the firm on your specific circumstances or legal needs.
August 12. That means children. An attorney client relationship is not created through the
school zones, buses • Watch for pedestrians and bicyclists. information provided herein.
and children walking • Be observant of school crossing guards and traffic
and biking to and from direction.
school. Jupiter Police By following these important tips, we can ensure
Department officers will everyone has a safe school year. First Quarter Third Quarter
be conducting extra high Please continue to visit us on our website at www. August 7 August 23
visibility patrols around jupiter.fl.us/jpd and on our Facebook page to learn
our schools throughout about new and happening events within the Town of Full Moon New Moon
the new school year. We want to remind drivers of a few Jupiter. August 15 August 30
safety precautions as we start the 2019/20 school year. Sincerely,
• Be alert when driving in a school zone. Daniel J. Kerr,
• Put your cell phone down while driving. Chief of Police

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