If you have recently lost a loved one who has appointed you as the personal representative, or executor, of their estate, the responsibilities can feel overwhelming. This is especially true if you are a first-time personal representative who has not… Read More
Posts Tagged ‘personal representative’
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Understanding the Role of a Personal Representative
If you find yourself in an estate proceeding, you will hear the term “executor.” In Florida, this role is called the “personal representative,” and the duties are the same. The personal representative is appointed to oversee the administration or probate… Read More
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Individuals You May Need to Include In Your Estate Plan
An estate plan requires you to name individuals for a variety of responsibilities. These responsibilities differ from one another, so you must consider the requirements of each role before you name someone in your estate plan. Your estate planning lawyer… Read More
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You’ve Been Named a Personal Representative: Now What?
When your loved one names you as a personal representative, it can be an honor. It means that they trust you enough to make financial decisions when they’re no longer here. While this role can be honorary, it also comes… Read More