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CommunityHow would you set up a sale matter where the property is 50/50 owned by an estate and the surviving spouse.... and the only executor of the estate is the surviving spouse.

How would you set up a sale matter where the property is 50/50 owned by an estate and the surviving spouse.... and the only executor of the estate is the surviving spouse.

Amanda Holland (Customer) asked a question.

How would you set up a sale matter where the property is 50/50 owned by an estate and the surviving spouse.... and the only executor of the estate is the surviving spouse.

How do I set up the cards on the matter? Would I need to add the spouse as vendor 1 in personal capacity and then add another vendor (which would be that same person) as the executor of the estate? How do I then show in what capacity each of them are acting in for as a detail on the matter? A comment?

 

Or do I just add the spouse as the client/vendor and add estate of.. to the table and create a comment showing that the property is in 50/50 shares


Gabi Henz likes this.

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How would you set up a sale matter where the property is 50/50 owned by an estate and the surviving spouse.... and the only executor of the estate is the surviving spouse.