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Curated state-specific data for this estate
Good news — 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.
Cancel services, subscriptions, and forward mail
Mail forwarded. Canceling remaining subscriptions.
Notify financial institutions and transfer agents
Waiting on Fidelity and Schwab for date-of-death valuations
Maintain insurance and pay ongoing estate expenses
Insurance current. Mortgage and property taxes being paid from estate account.
Publish notice to creditors
Waiting for creditor claim period to expire
Inventory and appraise estate assets
Appraisal scheduled for the real property
File claims against life insurance and benefits policies
Claim filed with MetLife. Awaiting payment.
Review and pay valid creditor claims
Creditor claim period ends ~June 15
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