I was reading an article recently about a very wealthy family in Australia that had to deal with the passing of the patriarch of the family. Everything went incredibly well. The attorney for one of the two children, Steven Glanz, has represented some of the wealthiest individuals in Australia and he has found that three things help make the process smooth regardless of the size of the estate. I agree wholeheartedly with his first two principles and would modify his third. Failure to do these three things increases the risk that siblings will be upset with each other long after the patriarch is gone.
Estate Planning and Probate Attorney, Manhattan Beach Local, Sports Enthusiast