With 44 years on the bench, Judge Kathleen Gomes has steered high-profile cases like Michael Orr’s and Sherra Wright’s conservatorships. In a Live at 9 sit-down, she exposes the rising exploitation of everyday people, offering sharp insights on recent dramas, from a Graceland land grab to Britney Spears’ conservatorship.
Experts recommend that you plan your estate matters early on. Here are the top three tips:
- Choose Trusted Executors and Trustees: When creating your will or trust, select executors and trustees who are trustworthy, competent, and have a good reputation. Consider professional fiduciaries if necessary. Clearly state your intentions to minimize ambiguity and potential for misinterpretation.
- Keep Documents Secure: Store original copies of your will, trust documents, and other estate planning papers in a secure place, such as a safe or with your attorney. Avoid sharing sensitive information unnecessarily.
- Regularly Review and Update Your Estate Plan: Review your estate plan periodically and update it as needed, especially after major life events such as marriages, divorces, births, or deaths in the family.
Below are some organizations that can help on a budget:
Legal Aid Society: Contact your local Legal Aid Society or Legal Services Corporation office. They often provide free or low-cost legal assistance and can offer advice on probate matters. You can find their contact information through an online search or local directory.
State Bar Association: Many state bar associations offer lawyer referral services where you can speak with an attorney for an initial consultation at a reduced fee or sometimes for free. Check your state’s bar association website for details.
Nonprofit Organizations: Organizations such as AARP may offer resources and guidance on legal issues affecting older adults, including probate.