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Anderson & Associates, LLP

Estate of Margaret Eleanor Thompson

active
CaliforniaCase #2026-PR-004821
35% complete (6/17)

35%

Complete

4

Updates

5

Members

1

Open questions

Most Recent Update
Sarah AndersonยทFebruary 25, 2026

Good news โ€” we received the Letters Testamentary from the court today. This officially appoints Robert as the executor, giving him the legal authority to manage the estate. We can now open the estate bank account and begin contacting financial institutions. The next steps are: 1. Inventory and appraise all assets (we'll schedule the real property appraisal this week) 2. Notify banks, brokerages, and insurance companies 3. Continue monitoring the creditor notice period Please don't hesitate to use the Questions tab if you have any questions.

Currently In Progress

Mail notice to known creditors

Waiting for responses from 2 creditors

In progress

Inventory and appraise all assets

Appraisal scheduled for the real property

In review

Notify financial institutions

Waiting on Fidelity and Schwab

In progress

Pay valid creditor claims

Creditor claim period ends March 15

Waiting
Family Tasks

Inventory and appraise all assets

Assigned to Robert Thompson

Due 3/12/2026

Notify financial institutions

Assigned to Robert Thompson

Gather personal belongings for family

Assigned to Emily Thompson

Due 3/22/2026