What Is a Sole Heir & Executor?

By Ellis Roanhorse

The terms "sole heir" and "executor" are commonly used in estate planning and probate law. The sole heir of a deceased person's estate stands to inherit the whole of the estate; the executor is a person designated in a last will and testament to settle a deceased person's estate. Executors either settle a deceased person's estate outside of probate court or through the probate process.

The terms "sole heir" and "executor" are commonly used in estate planning and probate law. The sole heir of a deceased person's estate stands to inherit the whole of the estate; the executor is a person designated in a last will and testament to settle a deceased person's estate. Executors either settle a deceased person's estate outside of probate court or through the probate process.

Overview

The term "sole heir" refers to someone who is entitled to inherit a deceased person's entire estate, according to the laws of intestacy in the state where the deceased person lived or owned property at the time of death. Laws of intestacy are meant to provide a default scheme when an individual dies without a will, or "intestate." Technically, a person designated to inherit property in a last will and testament is not an heir, but a "beneficiary."

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Sole Heir

A sole heir inherits all property of a deceased person because there is no other person entitled to a share of the estate; inheritance is typically distributed to a sole heir via the probate process and pursuant state inheritance laws. Property may include savings and checking account proceeds, real estate and personal property such as jewelry, automobiles and furniture.

Executor's Duties

Generally, an executor is a person who a will maker, or "testator," names in a last will and testament to oversee the settlement of the estate. Executors have certain responsibilities, including paying the deceased person's creditors. When an individual is both sole heir and executor, he inherits the entire estate only after all the deceased person's debts are paid. If a deceased person had more debt than assets at the time of death, the estate is considered "insolvent" and the sole heir is unlikely to inherit anything.

Probate

Heirs typically inherit a deceased person's property through a probate court because the term "heir" refers to a person who is entitled to inherit property according to a state's intestacy law. Probate courts oversee the distribution of property as dictated by state law. Probate courts also assist executors in the settling of a deceased person's estate by interpreting the provisions of a last will and testament and settling any disputes that may arise.

Considerations

Typically, the term "executor" is used when a deceased person left a will. When a person dies without a will, a probate court will appoint a personal representative; personal representatives have the same duties executors have. The term "sole heir" is typically used when a deceased person dies without a will, as heirs inherit pursuant to laws of intestacy. The term "beneficiary" is used to describe a person who inherits pursuant to the provisions in a will. Although the terms "heir" and "beneficiary" are often used interchangeably, they are not the same.

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What Is a Universal Heir?

References

Related articles

Types of Heirs

In general, an heir is a person who is entitled to inherit all or part of a deceased person’s estate. However, in legal terms, heir has a narrower meaning. The term "heir” specifically refers to a person who inherits assets from the estate of a person who died without a will. There are two major types of heirs.

Duties for a Co-Executor of a Will

The last will of a deceased person contains the provisions and terms for inheritance of his assets after death. A will names an executor, the person who controls the estate, but the deceased person can name more than one person to fulfill the duty. "Co-executors" is the term used to describe multiple persons named as the executor in a will. All co-executors share the same authority over the estate; however, the duties are more involved, as the executors must work as a team and are all held responsible for the estate as a group.

Can the Executor of a Will Put Property in Probate?

When a person dies, his assets must be distributed to the appropriate beneficiaries or heirs. To accomplish this, most of these assets go through the probate process first. This process, often administered by the courts, varies according to each state’s laws. Typically, title to a deceased person’s property cannot be changed without first going through the probate steps.

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