Tips on Managing the Probate Process

  • Connect with your creator or a higher power daily
  • Meditate- taking time to quiet your mind can help you to focus on the tasks at hand
  • Pray- ask for strength and courage to get through
  • Know what to do & when- get a list of your responsibilities as executor & know when tasks are due & when deadlines to perform tasks expire
  • Ask for help- from other family members, friend, neighbor, or a licensed professional depending on the task, or need
  • Organize files- keep a paper and electronic file of the decedent’s bills & debt, list assets
  • Keep receipts of all bills/debt paid on decedent’s behalf
  • Be informed- seek accurate information and be aware of what must be done, and when
  • Know where to send payments- lenders sell loans all the time. Make sure that you are sending the mortgage to the current loan holder. The same ‘holds’ true for community associations (management companies can change at any time)
  • Make timely payments- this is extremely important in regard to home-owners insurance. God forbid there is a natural disaster or fire that destroys any property or homes in ,the estate.’ If payments have not been made, or are late; technically the property is not insured, and this can have major ramifications on ‘the estate’, the heirs, and on you as executor
  • Know who to call- make a list of trusted vendors & have it handy in the event of a busted pipe, or leaky roof
  • Get social- if you don’t live in the house or any property that belonged to the decedent, make it a point to introduce yourself to the neighbors. If you’re comfortable after speaking with them exchange phone numbers. They can keep an eye on the property, and you can give them a call if you need a small favor; such as collecting the mail or any packages from the property, if it is vacant
  • Update heirs and beneficiaries- keep them up to date on where you are in the process, and what happens next. This keeps you from avoiding them, and keeps them from thinking that you’re hiding something from them.
  • Exercise- it’s important to manage your stress level. A brisk walk is relaxing and fresh air tends to clear the mind…give clarity and shed light on things that you may have been confused about before
  • Eat!- Remember to nourish yourself. There is a lot going on….There is a lot to do….BUT you must keep your energy up! Eat foods that will nourish, heal, and energize your body. Don’t forget to hydrate yourself as well
  • Seek grief counseling and/or a grief support group