Consider these factors when choosing your personal representative in Florida.
Choosing a personal representative in Florida (known in other states as an executor) is one of the most important estate planning decisions you will make. This individual will be responsible for settling your estate, which includes managing your assets, paying debts and taxes, and distributing property according to the terms of your will. Because this role carries significant legal and financial responsibility, selecting the right person is critical.
If you’re creating or updating your estate plan in Florida with the Millman Law Group, here are the top five qualities to look for when naming your personal representative.
Trustworthiness and Integrity
Above all, your personal representative should be someone you trust implicitly. They will have access to your financial accounts, property, and personal information. Integrity is essential—they must be honest, ethical, and willing to act in accordance with your wishes and Florida law.
Whether you choose a family member, a close friend, or a professional fiduciary, make sure they have a track record of acting responsibly and putting others’ interests ahead of their own.
Strong Organizational Skills
Administering an estate involves a significant amount of paperwork, deadlines, and detailed tasks. A great personal representative in Florida should be organized and capable of managing:
- Court filings
- Financial account reviews
- Tax document preparation
- Communication with heirs, creditors, and attorneys
Someone who is detail-oriented and can stay on top of multiple tasks will help ensure that your estate is settled smoothly and efficiently.
Availability and Willingness to Serve
Being a personal representative in Florida can be time-consuming, especially in the first few months after a person’s death. That’s why it’s important to choose someone who has the time and capacity to take on this responsibility. You’ll also want someone who is willing to serve—don’t name someone without first discussing it with them.
In Florida, the personal representative must also meet specific legal criteria. For instance, they must be at least 18 years old, mentally competent, and either a Florida resident or a close relative of the deceased.
Good Communication and Diplomacy Skills
Personal representatives often serve as the main point of contact between the estate and its beneficiaries. If disputes arise, your representative may need to explain your wishes, handle frustrations, or resolve disagreements calmly and fairly.
Choosing someone who can communicate clearly and remain composed under pressure is crucial to maintaining peace within the family and keeping the estate administration on track.
Basic Financial Acumen
While your personal representative doesn’t need to be a financial expert, they should have a general understanding of finances and be comfortable working with accountants, attorneys, and financial institutions. They may be required to manage investments, sell property, or prepare tax filings. If the estate is large or complex, your representative should know when to seek professional guidance from an estate planning attorney to ensure all tasks are completed correctly.
Let The Millman Law Group Help You Choose Wisely
Selecting the right personal representative in Florida ensures that your estate will be managed with care and efficiency. At The Millman Law Group, we help Florida families navigate every step of the estate planning process, from drafting wills and trusts to choosing qualified personal representatives.
We can help you assess your options and name someone you can rely on. If you’re unsure who to appoint, we can also discuss using a professional fiduciary or corporate representative for added security and peace of mind.
Contact us today to schedule a consultation and make sure your estate is in the right hands.
Estate Planning Made Easy With Millman Law Group
Millman Law Group, PLLC is rare because it’s one of the only law firms that offer life planning in South Florida. From life care planning to the preparation of detailed estate plans, Millman Law Group has committed to serving Floridian elderly communities in Boca Raton, Palm Beach County, Ocean Ridge, Hillsboro Beach, and many other areas since 2018. Our dedicated team also specializes in special needs Trusts and catering to any age demographic because we know for certain it’s never too early to start preparing you and your family for your future. For the latest news in estate planning and elder care law, follow us on Facebook, Twitter, Linked In, and Pinterest. You can also contact us at 561-463-6480.