Estate Admin Story- Overwhelmed Executrix
I was named as executor on my mother’s estate and I was the only surviving family member to do the job. I was up to my eyeballs in paperwork and had no idea what to do and then I was ordered to file an annual account by the court to be due in 15 days! I panicked. I was overdue by 2 years and had just put this off until I had no choice but to address it. I had been to the courthouse many times only to leave me frustrated and confused as to what they needed from me. I was turned away over and over again because I did not have what they needed from me. At my wits-end I scheduled an emergency meeting with NC Planning.
Upon sitting down and going over everything with them, they knew exactly where I was with everything and were able to advise on what to provide to satisfy the clerk. I filed the annual accounting on time without any further issues and NC Planning helped me to the remainder of the estate. I was in the middle of an ugly 3 year divorce battle and preparing my 17 year old daughter for college and I was so grateful to be able to let NC Planning guide me through this process so I could focus on what was most important to me. I don’t know what I would have done without them.