For executors
Five Things an Executor Should Know
Authority, records, beneficiaries, timing and how to avoid a decision you cannot undo.
Unhurried, itemized, and with a written record. Bring the co-executor, the attorney, or whoever else needs to see it.
2004
Buying precious metals in South Florida since
Itemized
Every item weighed and priced separately, in front of you
Written
A record the estate can put in the file
No pressure
Take the offer away. It will still be there
5 for executors
General information, not legal advice. Your probate attorney decides what applies.
Authority to Sell
Being named in a will is not the same as being appointed, and selling before appointment can create a genuine problem.
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Records & Accounting
An executor accounts to beneficiaries and to the court. A receipt that says "assorted jewelry" is not an account.
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Beneficiaries
Most estate arguments about jewelry are not about money. They are about somebody finding out afterwards.
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Timing
Executors frequently feel pressure to resolve things quickly. On jewelry, very little of that pressure is real.
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The Irreversible Decisions
Almost everything in an estate can be reconsidered. These five cannot, so they deserve the extra minute.
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Next step
Run it both ways before you decide.
No credit check and no obligation. Tell us what you hold and what the money is for, and if selling is the better answer for your situation you will be told that first.