Anderson & Associates, LLP
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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.
Mail notice to known creditors
Waiting for responses from 2 creditors
Inventory and appraise all assets
Appraisal scheduled for the real property
Notify financial institutions
Waiting on Fidelity and Schwab
Pay valid creditor claims
Creditor claim period ends March 15
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