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Real Estate Agent with Dunnigan, Realtors, Sacramento (916) 425-9715 CalBRE # 01188158

We do all of the planning we can; put our assets in a trust, spend and plan wisely for taxes, make a very  detailed will and tell our loved ones what we want when we are no longer here.  We think we have taken care of every detail.  Until it happens...a loved one passes away and leaves another loved one in charge.  If everyone conducted themselves in a selfless and considerate manner, it would be fine, but unfortunately this is rare.

I spoke with a client whose husband had died. Rather than have a relative be executor, he had a close friend who he trusted do it.  That way, they had no vested interest in keeping anyone happy and no repurcussions if a relative didn't like them anymore.

I know it is unlikely that you will go out and change your instructions so, here's my 2 cents worth: When a loved one dies, understand how hard it is for the executor.  Know that they are probably the closest person the person who passed away had.  The executor is mourning and still has to be practical.  Know that there are instructions that the executor has to adhere to.  Don't be angry with them...they are just the messenger.  Be loving. Be empathetic. Be kind.

Comments(6)

Mary Sitton Real Estate Team
Mary Sitton Real Estate Team - - Hendersonville, NC
Realtor® - Western North Carolina

Great advice.  You find the true characher of a person when they are placed in stressful situations.  Money can bring out the worst in people. 

Jul 15, 2008 02:50 PM
Lynda Eisenmann
Preferred Home Brokers - Brea, CA
Broker Associate ,CRS,GRI,SRES, Brea,CA, Orange Co

Hey Paula,

Right now I'm the Successor Trustee for my Mom's estate. It can be a monumental task(family dynamics among other things) for anyone to take on. This is my second one and hopefully my last.

Jul 15, 2008 02:51 PM
Karen Monsour
Coldwell Banker Fort Lauderdale Beach - Fort Lauderdale, FL
REALTOR, SSRS - Sells FL Waterfront, Short Sale Expert!

Great advice!  Don't shoot the messenger.  There is a reason (probably private) that the estate was handled the way it was....good points!

Jul 15, 2008 03:07 PM
Myrl Jeffcoat
Sacramento, CA
Greater Sacramento Realtor - Retired

Paula - Great post!  Interestingly enough I've been thinking a lot about this sort of thing lately! I have seen estate matters rip apart previously close relationships in families.  Selecting an appropriate and trustworthy executor can be key!  And yes, the person holding that position can find it trying and difficult at times.  It's important that they be supported.

Jul 15, 2008 04:36 PM
Robert Machado
HomePointe Property Management, CRMC - Sacramento, CA
CPM MPM - Property Manager and Property Management

This is a bigger problem the more heirs there are.  Everyone should think through what might happen and act accordingly, especially if there are young children involved.

Jul 15, 2008 05:15 PM
Elizabeth Weintraub Sacramento Broker
Elizabeth Anne Weintraub, Broker - Sacramento, CA
Put 40 years of experience to work for you

Sometimes a death in the family can bring estranged family members closer together. Sometimes, it can drive a wedge. Preparing a will, setting up a trust and naming an executor are tasks many people consider unpleasant but are imperative. I'd like to believe that most people want to leave a better world behind them.

P.S. Paula -- I gave your name to a reporter to talk about Land Park. I told him if anybody knows what's going on, it's you. :)

elizabeth weintraub sacramento real estate

Jul 16, 2008 02:08 AM