Being a responsible (partly) adult (by calendar) I have a Trust and a Will. Yay me–someone gets my stuff when I die. They can avoid probate for the most part and they have to divide everything up according to my wishes.
Of course, it falls on my named Executors to do all the leg work. My estate isn’t that grandiose, but there is a house, some stocks, retirement plans, contents of the house, vehicle, etc. My Executors will be busy. I’ve made provisions for them to get a bigger share of the proceeds in thanks for the work they have to do, but no matter how much I give them (and it isn’t near enough to cover the hassles involved) they will need time off from work to manage things. Coupled with them being out of town, I feel there must be a better way.
I don’t know how many old movies I’ve seen where there’s some lawyer, invariably a friend of the deceased, who steps in at this point, reads the will and (usually) acts as Executor. That’s great but I don’t have any friends who are capable of filling that model.
Investigating ideas on line I find I can hire a fiduciary to do this. But I interviewed one and it’s entirely too formal for my taste. They lock up the house, inventory every item of any potential value and take a long time at a high cost to do the work. It’s not unreasonable, but my estate isn’t worth that much trouble.
So do y’all know of an alternative that would be more casual–like the kindly, old lawyer friend who I can hire to do the involved work of spreading my wealth to my heirs and assigns (for a fee, of course) but won’t feel the need to cordon off my domicile while they inventory every pencil and book therein? Since I don’t have one in mind, I’m thinking you might suggest a lawyer that I could meet with, hand over a set of keys to my house, a copy of the Trust and Will and leave it at that. What type of lawyer is this? The place that drew up the Trust does not offer this service and did not offer any suggestions beyond that of hiring a fiduciary–which I described above.