When your loved one passes away, it is a time of grief. If you are the executor, however, it is also a time of action. You must be prepared and take action to protect your loved one’s estate and ensure that their wishes are carried out, but you must also take on a few responsibilities that perhaps you were unaware of as your duty being the executor.
- Notification – First you will want to notify all loved ones, family and friends about the passing. This includes individuals who are not in the estate plan or involved in the asset distribution.
- Locate – Next you will need to start locating death certificates, wills, trusts and all assets associated with the estate plan. Your loved one would have provided you with ample instruction and location. If not, ask their estate planning attorney for assistance.
- Prepare – If the estate is going through probate court, you have to represent that estate in court. Therefore, you need to prepare yourself by having the right documentation, rounding up the assets, evaluating those assets and finding all beneficiaries listed in the estate planning documents. Probate court can be a hassle, especially if you are unaware of the steps involved. Therefore, this is also a good opportunity to hire a probate attorney to help represent your loved one’s estate through the process.