Role of Personal Representative

The Role Of The Personal Representative

When a loved one passes away, a personal representative is often named to oversee the processes of estate administration and probate. A personal representative, often referred to as an executor, has certain duties associated with the role that must be completed properly. These duties may include, but are not limited to:

  • Obtaining the will
  • Obtaining a death certificate
  • Finding beneficiaries mentioned in the will
  • Determining if there are any assets subject to probate
  • Filing a petition with the probate court if probate is required
  • Gathering and inventorying assets of decedent
  • Providing legal notice to creditors and potential claimants
  • Investigating validity of claims made against the estate and its assets
  • Closing the probate process

We Are Here To Support You

Given the complexities of many of these duties, an experienced estate planning attorney at Marrs & Terry, PLLC, can assist in the completion of these duties and the administration of an estate in Michigan. At our law firm, you will work directly with one of our skilled Ann Arbor estate planning lawyers who will take the time to get to know your financial situation.

Contact Us For Guidance You Can Depend On

Our firm takes a comprehensive approach to helping clients complete fiduciary duties in as effective a manner as possible. To discuss your role as a personal representative in the estate administration or probate of a Michigan estate, call our office toll free at 734-663-0555 or contact us online.