Advising Estate Executors: The Newbie Guide to Getting Started

BONUS CHECKLIST: 14 questions to answer.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

QUESTION: I have a client who became the executor after his mother died.

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He has a brother and two sisters. They asked me to advise them, but I am not that familiar with handling estates. Is there anything you can tell me to get me started?

ANSWER: It is never good to work on things you are not familiar with, but doing so can provide that familiarity, as long as you cannot do any harm to the client.