Wealth Preservation, Trusts and Estates

By: David M. Frees III, Esquire Unruh, Turner, Burke and Frees with Law Offices For Your Convenience in Phoenixville, Malvern and West Chester

It is an honor to have been named as an executor of an estate, or as a trustee of a trust. The person who created the will or trust obviously had a great deal of faith and confidence in you as a person, and in your ability to get things done, quickly, efficiently, cost effectively, and to keep the peace among often competing interests at a difficult time in their lives.

But most trustees and executors are surprised to discover that those jobs are difficult, time consuming, and carry a great deal of exposure to personal liability. Now I do not mean, that be agreeing to be an executor or trustee, that you automatically become liable for the debts of the deceased. You do not.

However, there are many ways in which executors and trustees are exposed to liability for their actions and you simply must understand them before agreeing to undertake the job. Once you get started, it might be too late.

Please view this short video before being sworn in as an executor, or before agreeing to act as a trustee.

Click here for our report for Pennsylvania executors: The Ten Most Common Mistakes That Executors Make and How To Avoid Them.

For a private consultation with David Frees, in any of our conveniently located law offices, please call
610-933-8069.

For access to our free executor and trustee information and a courtesy discount on any fee arrangement, be sure to mention that you read this blog post when you call.

David M. Frees III, Esquire has a 9.8 AVVO rating of superb. Click here to read more about David M. Frees III on AVVO.

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Everyone wants to avoid probate.

The probate system is viewed as slow, expensive, and too public.

But sometimes, if you’re an executor, you really want and need the probate system and the orphan’s Court judge.

The truth is, that most of the estates where the executor hires us to do the administration, and to keep them out of trouble, we are also able to keep them out of the probate system and the probate court.

We often settle estates, where the beneficiaries are cooperative by using a family settlement agreement. This saves the family and the heirs time, and money and at the same time protects the executor from being sued later.

But, there are five times when the executor to be fully protected and to avoid liability needs AND WANTS the Probate Court.

When should you use the probate court? When does it actually make sense to go through the probate process for your own protection? Read this article on the Five Times When You Really Want To Probate A Will. Oh, by the way, for reasons that I cannot fully explain, there are some reports appearing at the top of the page. If you’re interested in when to avoid probate and when to actually use probate, just scroll down to the article. It is worth it.

David M. Frees III
610-933-8069

Call Donna or Denise for an appointment or Telephone consultation with David M. Frees III

www.PaEstatePlanners.com

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Click here to get your free copy of this valuable executor resource for Pennsylvania executors.

If you are an executor, or, if you are trying to decide who to appoint as an Executor, make sure to order and read this important report for executors by David M. Frees III.

This report examines the most common mistakes executors make and how to avoid them.

If you want to do a great job as executor and avoid personal liability, or to pick just the right person, then this is an important resource that you have to read. Click here to get the 10 Most Common Mistakes Executors Make and How To Avoid Them.

Author: David M Frees III, Esquire
To order a copy by phone, call 610-933-8069

To view David Frees’ attorney Rating by AVVO of “Superb!” click here.

To visit our content filled web site for executors visist www.paestateplanners.com – it is filled with articles for Pennsylvania executors, trustees and for those planning their estate, wills, and trusts.

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Click here to get your free copy of this valuable executor resource for Pennsylvania executors.

If you are an executor, or, if you are trying to decide who to appoint as an Executor, make sure to order and read this important report for executors by David M. Frees III.

This report examines the most common mistakes executors make and how to avoid them.

If you want to do a great job as executor and avoid personal liability, or to pick just the right person, then this is an important resource that you have to read. Click here to get the 10 Most Common Mistakes Executors Make and How To Avoid Them.

Author: David M Frees III, Esquire
To order a copy by phone, call 610-933-8069

To view David Frees’ attorney Rating by AVVO of “Superb!” click here.

To visit our content filled web site for executors visist www.paestateplanners.com – it is filled with articles for Pennsylvania executors, trustees and for those planning their estate, wills, and trusts.

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I recently completed a great new report entitled “The Top Ten Mistakes Executors Make and How To Avoid Them.” This report is great for people who are or will be serving as executors of Pennsylvania estates for the obvious reason that it will help you to avoid personal liability. And, the report is also good if you are thinking about revising your will or estate plan. Why? Well, clients keep telling me that this report really gets them focused on the job and makes it very clear who should and who should not be your executor.

If you’re a Pennsylvania resident, or you might be the executor of a Pennsylvania estate, and you want your own copy (for free) just visit one of my new sites www.paestateplanners.com. Click on the report and it’s yours. It is that easy.

Enjoy the report and please call if I can be of any further assistance.

David M. Frees III, Esquire David’s attorney rating on AVVO is Superb!
610-933-8069
For more information on David and Unruh, Turner, Burke and Frees please click here.

To get estate planning, trust and estate updates as well as information on protecting your heirs and their inheritance from divorce and lawsuits follow me on Twitter. Just click here.

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