Reducing cost and stress
for an Executor
a request from a resident of New York State, for
a meeting to discuss the disposition of her mother’s
personal, household property. The daughter was
acting as executor to her mother’s estate.
Her mother had been living in a seniors’
residence in White Rock, British Columbia.
The daughter and her brother both lived in the
United States. They were looking for a solution
that would allow them to honor their mother’s
wishes, as set out in her will, and complete the
wind up of the estate while limiting the time
and expense of multiple trips between their home
and White Rock. They also wanted to limit the
emotional stress of sorting their mother’s
EPS made arrangements for a representative to
meet with the daughter and her brother, in White
Rock, a few days after their mother’s funeral.
After explaining the services available, the EPS
representative worked with the clients to identify
the specific services required, agree on a schedule
for completion of the project, and provide an
estimate of the cost for the services.
The project involved a number of steps for completion.
Items that were gifted to family and friends,
were identified, packaged and shipped to various
destinations in North America. Certified appraisers
were engaged to identify and value items that
could be sold. EPS assisted the client to identify
the best offer for these items and to oversee
the pick-up of the goods by the buyer. The balance
of the belongings were sorted and packed for donation
to various charities or for disposal. Finally,
EPS had the mother’s suite cleaned and prepared
for the next resident.
EPS kept the daughter and brother informed throughout
the project with regular progress reports using
telephone and E-mail communications. The project
was completed on time and on budget.
The initial, two hour meeting with EPS allowed
the daughter and her brother to manage the disposition
of their mother’s personal and household property without
the necessity of a return trip to White Rock.
The clients were able to return home, secure in
the knowledge that their mother’s belongings
would be dealt with in a caring, professional
manner that helped them manage the cost of winding
up the estate and reduced their emotional stress.