Articles Posted in Adult Orphans

Your loved one’s funeral ends, and family members fly back to California, New York, or Florida. Now you must probate the estate while heirs spread across different time zones. Distance complicates signatures, asset inspections, and emotional decisions. With thoughtful planning and modern tools, you can keep everyone informed, on schedule, and satisfied.

Distance Creates Unique Hurdles

Out-of-state heirs cannot easily attend court hearings or view estate property. They rely on your updates, and silence breeds suspicion. Time-zone gaps also slow decisions when documents need quick approval. Anticipating these frictions helps you design a communication plan that keeps goodwill intact.

Serve Required Notices Correctly

Texas law demands personal representatives send certified letters to heirs and beneficiaries. Mail delays stretch even longer for international addresses. Track delivery with return receipts and photograph every envelope before mailing. Digital scans provide backup if a package goes missing. Meeting notice rules early prevents challenges that could undo months of work.

Leverage Remote Technology

Video tours of real estate, secure e-signature platforms, and cloud document folders give distant relatives a front-row seat. Schedule regular video calls where you screen-share the probate inventory, bank statements, and upcoming deadlines. Seeing the paperwork in real time builds trust and reduces repeat questions. When court appearances arise, many Dallas judges now allow Zoom participation, sparing heirs the cost of last-minute flights.

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10.25.19A generation seems to be waking up to the concept that they are likely to need to care for a spouse or a family member, and they’re taking it seriously.

A study from Bankers Life Center for a Secure Retirement reported that 90% of baby boomers surveyed understand that they will need to make significant lifestyle changes as part of caring for a loved one. Not only are they aware of this as a new role, but according to Think Advisor’s article, “Long-Term Caregiving Realities Hit Home for Boomers” they are willing to take a number of steps, including:

  • Cut spending: 66%

4.5.19No one plans to be elderly and alone, but if you are single and either have no immediate family members or are not close with your family, you need a game plan, if you need long term care of any kind.

If you are married, or are close with your children, you probably figure that your children or your spouse will take care of you, when you need help with long-term care. As many as 66 percent of people over age 65 do, at some point in their lives. However, what if you are a single and without family, asks WFMZ TV in a recent article, “The single senior life: Elder orphans.”

While you're still healthy, you should make plans, in the event you find yourself in need of the help that is traditionally provided by a family member. There are solutions, but they require planning.

10.16.18“Solo agers or Elder Orphans face unique challenges, as their needs begin to change.”

Did you know that a study from the Pew Research Center says about 20% of the 75 million baby boomers don’t have children—a figure that’s double what it was in the 1970s and one that’s expected to keep rising.

We mention this because these people need someone to count on to always be there, if they need help making decisions and managing their affairs as they get older.

7.16.18Not having a spouse makes it more important for singles to plan to protect themselves from a legal and financial standpoint.

Everyone should have a plan in place for incapacity, affirms fox5atlanta.com in a recent article, “Estate, emergency planning for single people.” This is especially true for singles. While married couples can usually rely on each other, or their adult children, in case of emergency, what happens to singles who don’t have family members? You need a backup plan and a backup person.

In many instances, singles don’t have a backup plan. If you are young and single, then you typically aren’t thinking about a worst-case scenario at all.

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