Even with comprehensive estate planning and full preparation, estate/trust administration is still a lot of work. We continue our It takes a village discussion as it relates to estate administration.

Marshalls example continues:

Marshall was diagnosed with pancreatic cancer in January; it was an advanced case

CPA

Marshalls CPA worked with one of Marshalls daughters to get his income taxes done and next year, the CPA will help with the tax returns for this year and the administrative trusts tax return.

Insurance Professional

Marshall has long term care insurance, so the insurance professional was notified and has explained to Marshalls daughters how to apply for benefits. Knowing that Marshall could receive good care gave the family peace of mind.

Friends and Neighbors

As soon as word of Marshalls diagnosis spread, friends and neighbors rallied offering and providing support. They offered to drive Marshall to the doctors office and store, dropped off meals, did errands, and stopped by for visits.

Several HAM (amateur radio operators) friends began to sell Marshalls radio equipment on his behalf; wood-working friends finished Marshalls wood-working projects making toys for needy children.

Hospice

Hospice provided support throughout Marshalls illness and in the end, they provided 24/7 nursing service to eliminate his pain and anxiety; they supported his daughters so they could be daughters, not nurses.

Estate Administration

When Marshall passed, only 9 weeks after diagnosis, much of the estate administration matters had already been handled and his daughters, friends, neighbors, and professionals had formed their team to manage remaining matters. All played an important part.

If you missed it, youd benefit from reading Estate Administration: Dont Go It Alone (Part 1 of 2.)

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Thanks again.

Dennis D. Duffy

Duffy Law Office, PLLC