One of the most important mindset shifts for an Executor or Trustee is this: You are managing someone else's money. Even if you will eventually inherit some of it. That means fiduciary money should be: - Kept separate - Carefully documented - Used only for appropriate purposes - Accounted for - When deciding whether to spend estate or trust money, ask: “Could I comfortably explain this expense to every beneficiary?” If the answer is no, pause. Good fiduciary administration is not only about doing the right thing. It is about being able to show what you did.

The house is more difficult because so many has a percentage in the home but will not cooperate.

“The part of estate administration I keep putting off is ______.” No judgment. 😄

🏠 Dealing with the house or 💰 Dealing with the money