Law Office of Bobby Lott, Jr., LLC

Being the Executor/Personal Representative

When you have been appointed as the executor or personal representative ( they are the same thing, but personal representative is the more modern term), you have several things that must be done. Here are just a few:

  1. Obtain the death certificate.
  2. Determine what debts were left by the decedent.
  3. Find the original Will if the decedent left one.
  4. Make sure everyone noted in the Will has been notified. If there is no Will, determine who all of the next of kin are.
  5. Determine where bank accounts, life insurance policies, retirement accounts, brokerage accounts, etc., are located, and what their status is.
  6. Determine where all of the real estate owned by the decedent is.
  7. The list goes on.
  8. If you are named as personal representative, you probably need to speak with an attorney. Call me and let’s see what needs to be done.