How to Be the Executor of a Deceased Estate

By Heather Frances J.D.

When a person dies, someone must take on the responsibility of managing the decedent’s estate through the probate process. Though state probate laws vary, this personal representative, usually called the executor if the decedent left a will, must take charge of the decedent’s assets, pay his final debts and distribute the remaining assets to the beneficiaries or heirs. Before the personal representative has any authority to act, he must be appointed by the probate court.

When a person dies, someone must take on the responsibility of managing the decedent’s estate through the probate process. Though state probate laws vary, this personal representative, usually called the executor if the decedent left a will, must take charge of the decedent’s assets, pay his final debts and distribute the remaining assets to the beneficiaries or heirs. Before the personal representative has any authority to act, he must be appointed by the probate court.

Will

When a decedent makes a valid will, the person named as executor in the will is generally appointed as the estate’s representative since probate courts prefer to honor the decedent’s wishes. The executor named in the will must admit it to the appropriate probate court, usually in the county where the decedent lived.

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No Will

When a decedent dies without a will, a person who wishes to be the estate’s representative may file an application for appointment with the appropriate probate court. Generally, courts prefer to appoint persons with priority before considering appointing another person. For example, your state may permit only close relatives – spouse, child, parent or sibling – or persons entitled to the property of the decedent to become appointed. Your state may also allow a creditor of the decedent to be appointed as the estate’s representative, if no one else applies after a certain length of time.

Application

The procedure for appointment is usually similar whether the decedent left a will or not. The individual wishing to become appointed as the estate’s representative must submit an application for appointment to the appropriate probate court. The application may require the person seeking appointment to give details about the decedent’s potential heirs or beneficiaries and information about the date and place of death. If the decedent had a will, the executor often must file the will itself along with the application for appointment. If someone who could have been appointed as the estate’s representative wishes to waive their potential appointment, they may complete a waiver form so the court knows they do not wish to become the representative. For example, the will may have appointed someone to be the executor, but that person does not wish to take on the responsibility.

Notification

Someone seeking appointment as an estate’s representative must notify other interested persons in accordance with the probate court’s procedures. This will likely involve sending letters to potential heirs and beneficiaries. In some states, notices are published in the newspaper or posted in the courthouse. Giving notice allows interested parties to oppose the applicant’s appointment if they don’t agree with it. If no one opposes appointment – or if the probate court disagrees with the opposition – the court will likely appoint the applicant as the estate’s representative.

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How Soon After Death Must One Probate a Will in California?

References

Related articles

Massachusetts Laws Regarding the Administrator of an Estate

Probate is the court-supervised process whereby the assets of a deceased person are collected and distributed according to the terms of a will, or by state law if no valid will exists. If named in the will, the person charged with handling the probate process and reporting to the court is usually known as an executor. If not named in the will, or if there is no will, the court appoints an administrator to oversee the distribution of assets.

Who Enforces the Execution of a Will?

In drafting your will, you may appoint a person to serve as your executor, also known as a personal representative. This person will have the responsibility of carrying out your wishes pursuant to the will. Because the executor has a number of responsibilities and can be held personally responsible if they are not properly carried out, carefully consider appointing someone who is trustworthy and capable of carrying out the somewhat complicated probate process.

What Do I Do With His Will if My Dad Passed Away?

When parents pass away, and leave behind a last will and testament, their heirs must navigate the often-complex process of probate. If your father appointed an attorney to handle his estate, that representative will know the procedures for notifying the executor, or personal representative, and getting the will presented to the probate court. If there is no attorney involved, then as a direct heir you may have responsibility for starting the process. You must follow several important steps to ensure that the will is probated without unnecessary legal complications.

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