When you die, the person who you have appointed as your estate trustee will have to file an application for a certificate of appointment — commonly called “applying for probate” — and in that application they will have to divulge the value of your estate, and the individuals whom you have chosen as your beneificiaries. […]
by Rob Levesque, Published: February 04, 2014 Felice Kirsh was recently quoted in an article on AdvocateDaily.com. In “Consider whether a passing of accounts is worth it”, Ms Kirsh emphasizes that beneficiaries of an estate should take time to consider, from a monetary point of view, what’s at stake before insisting on a passing of accounts. Continue reading here.