Alvi Aggarwal — A Guide for Out-of-State Executors

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On our fifteenth episode of #ProbateNavigated we stop by to visit with Alvi Aggarwal.

Alvi Aggarwal is a Partner at Yates, Campbell and Hoeg. Prior to joining the firm, she studied at The University of Miami School of Law then George Washington School of Law before finally attending Georgetown University. Alvi has been featured as a Young Lawyer Under 40 in the Virginia Business Magazine Legal Elite, and also a Rising Star according to Super Lawyers in 2018 and 2019.

The Essential Components:

  1. Resolving an Estate in-state or out-of-state if very similar.

  2. Understanding and providing a surety bond. This is the main difference between an in-state and out-of-state fiduciary.

  3. Approaching their role and responsibility carefully and thoughtfully.

Mistakes to Avoid

  1. Trying to resolve an estate too quickly.

  2. Not keeping accurate records.

  3. Co-mingling accounts.

  4. Not following the wishes of the decedent in the will.

  5. Qualifying as executor too early or prematurely.

One Piece of Advice: Don’t rush through Probate!

You can derive great value by making your way to Alvi’s terrific blogEstateography here

You can connect with Alvi below:

P |(703) 896–1162

E | alvi@ychlaw.com

W | https://ychlaw.com/attorney-alvi-aggarwal/

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Ready to Simplify?

I’ve created a cheat sheet for resolving YOUR ESTATE. If you follow this, your role as an executor or personal representative will be far simpler.

Get the cheat sheet here!

DISCLAIMER: This site is not meant to be a resource for legal or tax advice, but instead for basic information concerning various aspects of estate administration. Therefore, we recommend getting legal or tax advice from your accountant or attorney who can provide relevant counsel for your particular case.