Tips to Avoid Major Missteps HOW TO SUCCEED AS AN EXECUTOR If you’ve been named the executor for someone’s last will and testament, you’ve been entrusted with the responsibility of carrying out a person’s last wishes. This honor — and legal responsibility — means you must take care of financial obligations, including paying any outstanding debt or taxes, and then properly dispense the remaining assets according to the directions in the will.
GRILLED STEAK WITH CHIMICHURRI SAUCE
INGREDIENTS
DIRECTIONS
• 2 lbs flank, sirloin, or skirt steak • 2 tbsp olive oil • Salt and pepper, to taste For the chimichurri sauce: • 1 cup fresh parsley, chopped • 2 cloves garlic, minced • Juice of 1 lemon • 2 tbsp olive oil • 1 tsp red pepper flakes • Salt and pepper, to taste
1. Preheat grill to medium-high heat. 2. Rub the steak with the olive oil, salt, and pepper. 3. Grill the steak for 4–5
The person who chose you to be executor trusts that you can handle this responsibility, so we’re here to walk you through the process and clear up any questions you may have. If you are listed as the executor or the trustee in someone’s estate planning documents, you should do a few things immediately upon their passing. First, you must secure their home and any other property as quickly as possible. This involves maintaining any property until the estate is settled, including changing the locks. Often, family members will try to go into the house after someone passes away and remove items. As the executor or the trustee, you have to ensure this does not happen, which is why changing the locks could be crucial if the family situation is contentious. Next, you should locate all relevant estate planning documents and then determine whether the estate must go through probate. You will need
minutes per side or until it reaches desired doneness.
4. Meanwhile, make the
chimichurri sauce: In a small bowl, mix together the parsley, garlic, lemon juice, olive oil, red pepper flakes, and salt and pepper.
5. Let the steak rest for 5 minutes before slicing. 6. Serve the steak with the
chimichurri sauce and enjoy!
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multiple copies of the death certificate for banks, credit card companies, and insurance. Other important documents you will need include insurance policies, credit card statements, investment account and pension statements, and contacts for attorneys and accountants. Give yourself time to review these documents carefully. Once you understand the estate plan, you can call a meeting with all involved to review the deceased family member’s instructions on how to distribute the assets. Being prepared and proactive will ensure you carry out your duties as an executor with precision and honor the person who entrusted you with this duty.
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