Periagoge
Scenario

How co-executors handle family sentiment versus legal requirements

My sister and I are executors of our mother's estate and she wants to give away some of mom's jewelry to extended family before we've finished the legal process, and I'm worried about liability while she thinks I'm being cold about mom's wishes.

More people experience this than they realize.

What we've seen

Two people must balance emotional generosity with fiduciary responsibility while grieving.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Money and death — estate and inheritance?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.