Monthly Archives: August 2015

TRUST ADMINISTRATION CHECKLIST

Posted on August 31, 2015 by Rick Messemer

You are the Trustee? Many Trusts are set up in a way that the Trustee can “Administer” the trust without additional professional assistance.   In those cases, here is a sample “checklist” of those tasks that need to be completed: Obtain … Continue reading →

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“Probate and Responsibilities of Estate Administrators in North Carolina”

Posted on August 17, 2015 by Rick Messemer

Overview of Probate / Estate Administration Typically, there are certain “standard” responsibilities an executor will need to go through, depending on the size, location and number of beneficiaries, this task can be rather simple, or extremely complex. One question the … Continue reading →

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WHAT IF I’M THE EXECUTOR or EXECUTRIX? What is PROBATE?

Posted on August 5, 2015 by Rick Messemer

Probating a will is the responsibility of the executor or Executrix of an estate. The person creating a WILL designates an executor  to ensure that the probate process runs smoothly. When you take office as the executor of an estate in North Carolina, … Continue reading →

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