Estate administration : tips & tricks /

Donnelly, Theresa,

Estate administration : tips & tricks / NZLS CLE webinar, estate administration - tips & tricks presenters, Theresa Donnelly, Henry Stokes. - 96 pages ; 30 cm - Webinar . - New Zealand Law Society webinar. .

At head of title: NZLS CLE Ltd. "July 2023"

Includes bibliographical references.

The minefield of administration -- Surprise, you are an executor! -- Blended families -- The value of the independent -- Early obligations on executors -- Separation vs dissolution -- Declaration of family history -- Further protection - Section 9 search -- Certainty of estate -- Estates administration basics -- Potential issues -- Methodology -- Prevention? -- The funeral -- Intestacy -- Search for a will -- Administrator -- Separation -- Minors -- Documents -- Who is entitled to take on intestacy? -- Succession trusts -- Obligations to advise -- Executor/administrator obligations --- Professional fees -- Understanding the will & obligations -- Adjusting the will after the fact -- Practical advice on administration -- Statutory timeframes & distributions -- Wrap up -- Appendix A. New estate reporting checklist -- Appendix B. Renunciation of probate -- Appendix C. Sample consent -- Appendix D. Declaration of family history -- Appendix E. Section 77 Administration Act 1969 -- Appendix F. Rule 27.35 High Court Rules.


Executors and administrators--New Zealand.
Decedents' estates--New Zealand.
Inheritance and succession--New Zealand.
Wills--New Zealand.

346.9305

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