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  • Home
  • About Us
    • Gratia Schoemakers
      • Community Outreach Program
    • Testimonials
  • Virtual Services
  • Estate Planning
    • Estate Planning Basics
    • Last Will and Testament
    • Revocable Living Trusts
    • Durable Power of Attorney
    • Medical Power of Attorney
    • Living Will
    • Family Estate Planning
    • LGBTQ Estate Planning & Asset Protection
    • Kids Safety Plan™
    • Business Succession Planning
    • Guardianship
      • Guardianship Planning
    • Special Needs Planning
    • Legacy Preservation Planning
    • Asset Protection
    • Trusts
    • Pet Trusts
    • Gun Trusts
  • Probate
    • Texas Probate Guide
    • Probate of a Will
    • Texas Affidavit of Heirship
    • Texas Small Estate Affidavit
    • Texas Heirship Determination
    • Texas Muniment of Title
    • Trust Administration
  • Family Law
    • Divorce
    • Collaborative Divorce
    • Mediation
    • Custody / Visitation
  • Blog
  • FAQs
    • FAQs – Videos
    • FAQs – Estate Planning
    • FAQs – Beyond Money in Estate Planning
    • FAQs – Divorce and Estate Planning FAQs and Myths
    • FAQs – Estate Planning for Newlyweds Myths and FAQs
    • FAQs – Estate Planning for Young Adults
    • FAQs – The Estate Planning Cast of Characters
    • FAQs – Expecting an Inheritance
    • FAQs – Myths and FAQs – Planning for Conflict Prone Families
    • FAQs – New and Expanding Families
    • FAQs – Pet Trusts
    • FAQs – Probate
    • FAQs – Standalone Retirement Trust Myths and FAQs
    • FAQs – Trust Modifications
    • FAQs – Unwinding Obsolete Planning
    • FAQs – Why You Want to Avoid Probate
    • FAQs – Year-End Planning Myths and FAQs
  • Contact
    • Virtual Estate Planning Login
    • Client Portal

Executor

3 Tips For Overwhelmed Executors

September 19, 2022 By Gratia P. Schoemakers, Esq.

Overwhelmed Executors

While it is an honor to be named as an executor of a will or estate, it can also be a sobering and daunting responsibility.  Being an executor (sometimes called a personal representative) requires a high level of organization, foresight, and attention to detail to meet responsibilities and ensure that all beneficiaries receive the assets […]

Filed Under: Estate Planning Tagged With: Executor, Family Law

Who Should be Your Successor Trustee?

August 23, 2018 By Gratia P. Schoemakers, Esq.

Trusts wordcloud

If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually, someone will need to step in for you when you are no longer able to act due to incapacity or after your death.  Your successor trustee plays an important role […]

Filed Under: Design, Estate Planning, Trusts Tagged With: Executor, Living Trust, Successor Trustee, Taxes, Trustee

How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

August 23, 2018 By Gratia P. Schoemakers, Esq.

duck and hatchlings

While the term fiduciary is a legal term with a rich history, it very generally means someone who is legally obligated to act in another person’s best interests.  Trustees, executors, and agents are all examples of fiduciaries.  When you pick trustees, executors, and agents in your estate plan, you’re picking one or more people to […]

Filed Under: Estate Planning, POA, Trusts Tagged With: Estate Plan, Executor, Financial POA, Medical POA, Power of Attorney, Tips, Trustee

One Call You Must Make After You Buy a Home (That You’ve Probably Forgotten)

August 23, 2018 By Gratia P. Schoemakers, Esq.

real estate agents 2523247 1920

During the home buying process, you worked with a lot of individuals: your realtor, the seller’s realtor, the title company, the loan officer, and the home inspector.  Now that you have finalized the purchase of your house, there is one more expert you need to call: your estate planning attorney. Aligning Your Ownership with Existing […]

Filed Under: Estate Planning, Home/Property Ownership Tagged With: Executor, Guardians, Trust, Trustee

The Biggest Threats to Successful Estate Planning

August 23, 2018 By Gratia P. Schoemakers, Esq.

family 557100 1920

Poor estate planning is a recipe for disaster.  Look no further than Dickens’ Bleak House — or a telenovela — to witness the tragedy and melodrama inadequate estate planning can cause.  While having your estate planning documents prepared is the first hurdle to overcoming these types of disasters, there are several threats that lurk around […]

Filed Under: Estate Planning, wwPROBATE Tagged With: Dying Intestate, Executor, Guardians, Inheritance, Mistakes, Taxes, Tips

Four Steps to Stop Mail Addressed to a Deceased Person

May 21, 2015 By Gratia P. Schoemakers, Esq.

mail to a deceased person

One of the first things you should do as a newly appointed executor of a deceased person’s probate estate or successor trustee of a deceased trustmaker’s trust is to ask the post office to forward the deceased person’s mail to your address.  Unfortunately, along with important pieces of mail – statements, bills, and refunds – […]

Filed Under: Estate Planning Tagged With: Executor, Tips

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