How to become the executor of an estate

How Do You Become the Executor of an Estate Without a Will?

The executor of an estate is the person who handles a deceased person’s affairs after they have passed away. You can find out who is named executor by reading the will itself. But sometimes an individual passes away with no will in place, so there is no named executor.

How to become the executor of an estate

Assigning an Executor Without a Will

If no will was left, the decedent is said to have died “intestate.” In this case, someone must still be in charge of settling the estate but, because no one has been selected by the decedent, the court must appoint someone.

In technical terms, this court-appointed person is called the administrator or personal representative of the estate, depending on state law, but many people use the terms “administrator,” “personal representative,” and “executor” interchangeably since the duties and responsibilities of the roles are essentially the same.

If you would like to become the executor of an estate without a will, here are some basic steps to follow.

1. Determine Priority for Appointment

Usually, the first in line to serve as executor is the surviving spouse or children. If the decedent is survived by someone above you on the priority list, you may need to obtain waivers from those people.

In Pennsylvania, for example, the Probate Code provides that those who may inherit under the will (if there is one) have first priority for being granted the “Letters of Administration” required to administer the estate. Next is the surviving spouse, then those who can inherit through intestacy laws, then creditors. “Other fit persons” are last on the priority list.

2. Complete a Petition for Administration

You will need certain information to file the petition and proceed with administration. Some common documents you will likely have to provide include:

  • Death certificate of the deceased
  • Your own photo identification
  • Approximate estimate of estate’s assets
  • Names and addresses of all living relatives of the deceased

The petition should be filed in the appropriate probate court, which is usually the court in the county of residence of the deceased at the time of death. A filing fee is also likely to be required.

3. Receive Court Appointment and Administer Estate

If you have provided all of the required information and the court approves your request, you will receive an appointment as the estate administrator.

Once you receive authorization from the court, you can begin wrapping up the estate’s affairs. Carrying out this duty entails making sure the estate’s debts are paid before administering the remaining assets.

Note that individual state intestacy statutes vary, including your payment as the administrator or executor of the estate, so be sure to get to know your state’s laws and abide by them.

Consider the Complexities

If you are considering becoming the executor of an estate without a will, know that the complexity of the role depends largely on the estate itself. If it is a relatively simple estate with few assets, it shouldn’t take more than a few months to get things in order.

For more complicated estates, however, the job could stretch into years. For this reason, make sure that you understand the responsibilities before you commit to being an administrator.

This portion of the site is for informational purposes only. The content is not legal advice. The statements and opinions are the expression of author, not LegalZoom, and have not been evaluated by LegalZoom for accuracy, completeness, or changes in the law.

What is an Executor of an Estate?

Before you decide to take on the various duties involved with becoming an executor of another individual’s estate, you may want to know what exactly an executor does first.

An executor of an estate, or administrator, is the individual in charge of managing and distributing all of the properties included in a deceased or incapacitated individual’s estate. The term “estate” may refer to the individual’s real property, personal belongings, and other assets.

In addition to these tasks, the executor is also responsible for paying off any debts and taxes of the estate, notifying certain individuals and institutions about the person’s death, and in some instances, may even have to go to court to defend the estate against a lawsuit.

How Can I Become an Executor of an Estate?

In general, the most common way for a person to become the executor of an estate is by being selected by the individual who is creating the will (i.e., the testator). Normally, the testator will choose a person who is related to them, such as a parent, child, or other close relative of the testator.

Sometimes, the testator may even appoint a close friend as their executor, or another professional like a lawyer or an accountant.

Additionally, the testator may decide to appoint only one executor or can select multiple individuals to undertake the role.

While there are other requirements involved in becoming an executor, the two most important things that the individual must have is that they are of age, which means at least 18 years old, and that they have not been convicted of a felony.

What Steps Do I Need to Take to Formalize Becoming an Executor?

When the testator chooses someone to become the executor of an estate, the person chosen will need to go to court in order to formalize the process of becoming the designated executor. In general, to get officially appointed the individual will be required to complete the following process:

  • Obtain a copy of a form requesting to become executor;
  • Fill out the form and any necessary supplemental documents;
  • Get the form notarized by an authorized notary public;
  • Return the form and file it with the Clerk of the Court (this does require payment of a filing fee); and
  • Send the Notice of Application to any individual who has an interest in the estate, such as heirs or beneficiaries.

What Happens If an Individual Dies Without Naming an Executor?

When an individual becomes deceased without naming an executor, several different things might occur depending on the applicable laws in that jurisdiction as well as the certain facts involved in the situation, such as whether or not the individual has created a will.

In cases where a person has a will, but did not name an individual to become their executor, the court may appoint one. The court may choose an individual by reviewing the intestate succession laws of the relevant state.

It is important to note that every state has their own intestate succession laws, so the results of each case may vary depending on the laws of that state.

These laws dictate how to distribute the deceased individual’s estate and also provides a list of the relatives eligible to become the executor, in the event that the deceased did not name one or does not have a valid will.

Most state statutes list the deceased’s surviving spouse or partner as the first person to be appointed as the estate’s executor in such cases. After spouses or partners, adult children are the next ones in line who can be appointed by the court to serve as the executor.

Can I Become the Executor If I Am Not the Spouse or an Adult Child of the Deceased?

If a situation occurs where there are no spouses or adult children available to be appointed as the executor, then there is a possibility that the court will look to a close relative, friend, or professional of the deceased.

Again, this will be determined according to the priority list set out in the applicable laws of the particular state. The state may have a list that provides other instructions when such a scenario arises, including a longer list of people who are eligible to become the executor.

Will I Have to Make Payments to Ensure the Value of the Estate?

In some states, the proposed executor is required to post a surety bond. This type of bond insures the value of the testator’s estate against any mistakes that the executor might make when carrying out their duties, including not obeying their responsibilities at all.

What Happens If My Petition is Contested?

If a petition for executor is contested, then a hearing will typically be required so that both the petitioner and the challenger can present their cases.

These are often difficult matters and as such, a person attempting to fight a challenge against their executorship request should contact a probate attorney for further guidance.

Should I Speak to an Attorney Before I File for Executorship?

If you have been appointed as the executor of an estate and need to file an application to formalize your executorship, then you should strongly consider contacting a local estate lawyer for assistance.

Becoming an executor of an estate can be extremely complicated. Not only can the process for applying be confusing, but also the duties of an executor are a lot to handle. Hiring an experienced estate attorney will help to ensure that you do not violate any laws or forfeit your application in the process due to errors.

Additionally, a lawyer will be able to go over your rights, responsibilities, and other procedures involved with becoming an executor of an estate.

“Becoming an Executor of an Estate When There’s No Will” is part of Executor Duties 101, a series by that highlights steps in the process of settling an estate. We offer free custom step-by-step plans to assist people in estate settlement.

Since many people die with no will in place, they haven’t legally picked an executor to handle their final affairs, which can include closing accounts, distributing assets and property, and heading to probate court. When we die without a will our estate is considered “intestate” and a probate court judge will be the one responsible for appointing someone to manage the closing of the estate.

Although probate law can vary by state, we want to help you prepare for the steps you’ll likely need to take to be named as the person responsible for an estate when someone dies without a will. Those steps are typically as follows :

1. Determine if Anyone Else Wants to be Executor*. If the deceased hasn’t selected an executor via a will, that doesn’t mean they haven’t asked someone to handle their final estate matters. Talk to family and close friends to see whether they feel like the role should fall to them or if the deceased had unofficially named someone. The court will have the final say when no will exists, but it will generally pick an interested candidate based on their relationship with the deceased, with the hierarchy as follows: spouse or civil union partner, child, grandchild, parent, sibling, niece/nephew. If no family member survives or is interested, a creditor or other interested person can apply. *Note: Technically, you are only considered an “executor” when named in a will. If appointed by the court, you will be called an “administrator” or a similar term. Regardless, the role and executor duties are the same.

2. File a Petition for Probate. The first step to being selected as estate executor is filing paperwork with the probate court in the county where the deceased lived. In most cases, you will need to provide the original death certificate, the estimated value of the estate, and a list of any surviving family members and beneficiaries. You should also expect to fill out an application (an appointment as executor form), pay fees and submit proof of your identity (driver’s license, passport, etc.). It is wise to either call the clerk of probate court and ask what documents will be needed or consult with an estate attorney to learn more. In many cases, states provide copies of needed applications online for you to print out and complete at home before visiting the court.

3. Send out Notice of Application. Most states require that you do your best to notify any potential heirs and interested parties of the person’s death and your intent to be executor. This can include putting an advertisement in newspapers and sending out notices to beneficiaries, creditors and others. Since these notifications must be done properly, you might want to consult the court or an estate attorney for help.

4. Go to Probate Hearing. If you are the most immediate relative to the deceased, the judge will likely appoint you with no issue. However, if closer relations exist, the judge will likely want a written letter from them stating they don’t want to serve in the executor role. Therefore, it is wise to get those letters in advance of the court date. The judge might have other questions for you and also might ask you to take or sign an oath to ensure you understand the importance of the job and will do your best to act properly.

5. Get a Probate Bond. If you are appointed as the estate executor, in many cases the court will require you to get a probate bond. Also known as a fiduciary or surety bond, this is a type of insurance policy against any mishandling of the estate by you. For example, if you mismanage money — intentionally or not — any affected parties can seek payment from the policy to recover the lost money. This bond also protects you if you are sued by beneficiaries accusing you of wrongdoing.

As you can see, the process of becoming an executor can be time-consuming and, at times, even confusing. While serving as executor has it challenges, remember that it is an important job and one the deceased would likely be grateful for you taking on. Our executor software can help you through the process, saving you both time and money.

To learn more about how we can create a custom, step-by-step plan for you to manage your executor duties please click here .

How to become the executor of an estate

09 Aug How Do You Become Executor Of A Probate Estate?

    Written by Russell Golowin Categorised Probate

A common question to have when a loved one dies is “How do you become executor of a probate estate?” Unless you have served as a personal representative of an estate in the past, this is a natural question to have.

What Is An Executor Of A Probate Estate?

An executor is the person that is charge of the probate process. The executor is responsible for finding, gathering, and securing assets, notifying heirs and creditors, filing an inventory of those assets with the court, filing tax returns for the estate, paying bills, and reporting to the court all assets that came into the estate, and exactly how they were dispersed.

If the person who passed away (decedent) had a will, it should be filed with the probate court for the county where the decedent lived. Whomever was named in the will to serve as executor will most likely be appointed by the probate court to serve, as long as the person named is “suitable, competent, accepts the appointment, and gives bond if that is required.”

If a person that was named as executor is deceased, in jail, or found to be unsuitable to serve, then the probate court will appoint someone else. If the decedent named co-executors, both of the people named will need to work together and sign all probate documents.

How Is An Executor Different From An Administrator?

An executor is named in the will as the person to be in charge of the probate estate. If the decedent died without a will, then the person appointed by the court to be in charge of the estate is called an Administrator.

Three big reasons that everyone should create a will are 1) an Administrator will have to post a probate bond that might cost several hundred dollars or more, 2) an Administrator must be a resident of Ohio, and 3) an Administrator will likely have to file a costly land sale proceeding if real estate needs to be sold. A land sale takes many months and can cost several thousand dollars in addition to the regular probate costs.

If There Is No Will, Who Will The Court Choose To Be Administrator Of The Estate?

Dying without a will is called “intestacy.” If the decedent dies intestate, Ohio probate law provides for a priority list of who shall serve as Administrator:

  1. Surviving spouse, if a resident of Ohio, then
  2. One of next of kin, resident of Ohio

If there is no surviving spouse, adult child, or other next of kin that is a resident of Ohio and determined to be suitable by the court, the court will appoint someone else, often an Ohio probate attorney.

How Does An Executor Or Administrator Know What To Do In Probate?

An executor or administrator is not expected to know how to navigate the probate process or even the answer to the question “how do you become executor of a probate estate?” They are allowed to hire an Ohio probate lawyer to explain the rules and steps in the probate process, to guide the executor or administrator in all probate steps, prepare the documents for signature, and to file them with the court. The executor or administrator does not need to pay the attorney fees; these will be paid from the funds of the estate, most often when the case is closed.

Need help handling the probate estate? Golowin Legal can help. Call us today at (614) 453-5208 to schedule a meeting or Zoom conference. Visit the Golowin Legal probate page for more information.

Today’s topic is the executor of a state 3 Things Need To Know How to Become Executor of Estate. I hope you read the full article.

  • How to become Executor of Estate
    • 1. The Complexity of the Estate
    • 2. Time Commitment
    • 3. The Immediate Responsibilities
  • File Tax Returns

How to become Executor of Estate

How to become the executor of an estate

Agreeing to become the executor of an estate can be a bigger decision than most people realize.

It’s really important to consider the responsibilities of the position.

Before taking on the role because there are other people that can take on the role instead of you.

If for whatever reason you don’t feel that you want to take on this big responsibility you should speak with your attorney about having an alternate appointed as the executor.

Once you’ve decided to do it there are three important things that you should consider.

1. The Complexity of the Estate

Taking on the executor role is not as simple as reading the will and then using it as a set of instructions to take care of giving away the decedent’s wealth.

An executor essentially steps in for the person who wrote the will and sees to all their final arrangements including the personal property, the home, and all the financial requirements.

2. Time Commitment

Being an executor takes a lot of time and a lot of attention to detail.

Most of the work is all about the details and it takes a lot of energy to and of course before you agree to become executor make sure that you have the time to take on the job.

If you have a busy professional life or a lot of family commitments it may be very difficult to take on the responsibilities.

3. The Immediate Responsibilities

Some people take on the responsibilities thinking it won’t be too hard and that the probate attorney will do most of the work. Only to realize there is a lot to do.

Some of the things that need to be done include traveling to where the decedent lived.

But many PRS come to the property several times, maybe even three times in order to handle all the details themselves.

You’ll be responsible for the funeral arrangements you’ll be needing to locate and file the will.

You’ll also need to secure the home you’ll need to manage all the assets and clear all the debts.

File Tax Returns

On top of that, you’re going to need to file tax returns . It could be tax returns that the decedent hadn’t filed in the past and then also tax returns for the estate.

You’ll need to respond to any legal challenges. In reality, being the executor is not simply carrying out the details in the will.

There are many details as you can see that need to be attended to in order to complete the estate.

The bottom line is it is an honor to be selected to be the executor your loved one trusted you to carry out everything that they put in their will.

Your loved one chose you because they wanted their final wishes honored and you to see to their legacy.

When someone dies testate (with a Will) in Illinois, he/she will typically have named an Executor to represent the Estate in Probate Court. So, if you are the named Executor in such a Will, how do you go about actually becoming the Court-appointed Executor of the Probate Estate? Let’s take a closer look.

Illinois Probate Court Process to Become Appointed Executor of the Estate

While some may believe that being named as the Executor in a Will gives them full power to handle an Estate, the named Executor must first be appointed by a Court. In order to obtain this appointment, the named Executor must follow a few steps.

First, the named Executor must ensure that the Testator’s (Will-maker’s) original Last Will and Testament is filed with the local county court clerk in Illinois. The proper county for the Probate Estate is the county in which the Testator was last domiciled (meaning, where he/she resided, received his/her mail, etc.)

Second, the named Executor must determine whether a Probate is even needed. In Illinois, a Probate is typically necessary when there is real estate involved, or at least $100,000.00 in personal property in the Decedent’s name alone. For more information on this topic, visit our page on when an Illinois Probate is necessary .

Third, if a Probate is deemed necessary, the named Executor will need to petition the Probate Court to open an Estate and appoint him/her as the Executor of the Estate. In order to present a petition to the Court regarding this, the named Executor will need to determine who the interested parties to the Estate are, the address information for these interested parties, a list of all the Decedent’s assets, and an approximate value of the assets (both real and personal). The named Executor must also determine the heirship of the Decedent (meaning, who would inherit from the Decedent if he/she did not have a Will). Once the named Executor has all of this information, he/she must follow the local Probate Court procedures to file the necessary estate-opening documentation and to open the Estate in Court.

Finally, once the named Executor has become the Court-appointed Executor of the Estate, he/she must then notify all interested parties named in the initial petition regarding the opening of the Probate Estate in Court. This notice must also include a notification of the interested parties’ rights to be able to challenge the Will. After this notice has been sent, the Executor will then proceed to administer the Estate of the Decedent according to the terms of the Will.

How long does it take to be appointed as the Executor in Illinois Probate Court?

Because each local county Probate Court is different, the time it takes to become appointed as the Executor of the Estate can vary. Some Probate Courts in the Chicagoland area have busier calendars, such as Cook, DuPage, and Will County, while other Probate Courts are typically not as busy, such as Kane and Kendall County. Thus, if you have a Probate matter in Cook, DuPage, or Will County, it may take a month or more just to get in front of the judge on an initial court date to open the estate. On the other hand, the slower Probate Courts like Kane and Kendall County may only take a few days, or a few weeks, to get into court. In addition, the opening of a Probate Estate can be delayed by contested issues related to the Estate.

What are the qualifications to serve as the Executor of an Estate in Illinois?

Under Illinois Probate law, there are certain basic qualifications to serve as the Executor of a Will in a Probate Estate. According to 755 ILCS 5/6-13(a), it states:

Who may act as executor.) (a) A person who has attained the age of 18 years and is a resident of the United States, is not of unsound mind, is not an adjudged disabled person as defined in this Act and has not been convicted of a felony, is qualified to act as executor.

Thus, a person must be a mentally competent adult, a resident of the United States, and not been convicted of a felony. If any of these requirements are not met, a person’s petition to serve as the Executor of an Estate will likely be denied by the local Probate Court.

Do you have to be named in the Will to serve as the Executor in an Illinois Probate Estate?

While this may be obvious to most people, it is still worth mentioning that a person must actually be named in the Will to serve as the Executor of an Estate. And if the first-named Executor is unavailable to serve, or fails to act, the Successor Executor named in the Will can proceed to act as the named Executor. However, if the first-named Executor is still living and can be reached, a Probate Court will typically require either a Declination to act from the first-named Executor, or notice to be sent to the first-named Executor that the Successor Executor is seeking to probate the Will and open the Estate.

In addition, if the named Executors under a Will are all unavailable and/or all fail to act, any interested party can seek to probate the Will and open the Estate by petitioning the Court to serve as the “Administrator with Will Annexed”. This role gives a person the authority to act as the representative of an Estate while also being able to use the Will to direct the Estate administration.

Can you serve as the Executor of an Illinois Estate if you live out-of-state?

From an Illinois Probate Court’s perspective, there is very little difference in serving as an Executor while living in the State of Illinois, or while residing out-of-state. Under 755 ILCS 5/6-13(b) of the Probate Act, one minor issue that is mentioned is as follows:

The court may in its discretion require a nonresident executor to furnish a bond in such amount and with such surety as the court determines notwithstanding any contrary provision of the will.

Thus, while the typical Executor will not have to obtain a surety bond to serve as the representative of a Probate Estate, an out-of-state Executor may be required to do so. However, this requirement is rarely enforced in real practice.

Case Study: Do-It-Yourself Probate Gone Wrong for Executor Named in Will

Oftentimes, individuals will underestimate the complexity in probate law in Illinois and will try to do things themselves. On one occasion, we helped a former client, Sarah (the named Executor in the Will), with a probate matter where she mistakenly filed the Will in the wrong county. Sarah was also struggling with understanding the various court documents involved with the probate process. When she hired our firm to take over, we quickly obtained court approval from the probate court in the wrong county to transfer the Will to the proper county. Once the Will was transferred, we efficiently prepared, filed, and opened the estate in the proper county. We were also able to guide Sarah through the complexities in the probate administration process, including an initial partial distribution of the estate assets and a detailed final distribution of the assets to the beneficiaries.

Contact our Firm

Our firm has helped many Executors with routine and complicated Probate estates across the Chicagoland area. If you have questions regarding a Probate estate, complete the form below to set up a free initial consultation today!

How Is an Executor of an Estate Determined in the State of Virginia?

The executor of an estate is the person or institution appointed in a will by the testator (the person creating the will and naming heirs) to carry out the terms of the will. However, in the state of Virginia, even an individual named executor must still take steps to qualify as the executor of the deceased’s estate.

How to become the executor of an estate

The Court Process

The court process for carrying out the wishes of the deceased as expressed in their will is known as probate. During this process, the executor pays all valid debts and taxes of the deceased and distributes the remaining assets to the deceased’s named heirs pursuant to the terms of the will.

The testator may name any adult as the executor of their estate. If the executor is not a resident of the state of Virginia, state law requires the executor to appoint an agent who is a resident. In addition, the executor might have to post a bond, unless the will specifically waives this requirement.

Meeting with the County Clerk

To qualify as the executor of an estate in Virginia, the individual must contact the clerk’s office in the deceased’s county of residence and schedule a meeting with the probate clerk.

The potential executor brings all necessary paperwork to the meeting. In addition to the original will and a certified copy of the death certificate, the probate clerk requires a Probate Information form, a Probate Tax Return form, and a List of Heirs. The executor can complete these forms ahead of time or obtain them from the probate clerk.

The Probate Information form asks for basic information about the deceased found on the death certificate or in the will itself. It also requests information regarding the person seeking executorship.

The clerk assesses a tax, known as probate tax, pursuant to the Probate Tax Return. This tax is based on the estimated value of the deceased’s personal property, reported on the completed Probate Tax Return, and it is separate from any applicable estate tax. If the value of the property is less than $15,000, the clerk does not collect probate tax.

The List of Heirs identifies members of the deceased’s family entitled to inherit if there was no will. The completed form includes the name, address, age, and relation to the deceased for each heir. It lists the spouse of the decedent as heir unless the decedent has surviving children who are not the children of the surviving spouse. If the surviving children are not the children of the surviving spouse, all children are listed. If the decedent has no surviving spouse, all living children are listed, along with the descendants of deceased children. Other heirs to be listed are provided in state law. The List of Heirs is not based on the beneficiaries named in the will.

Other Factors

A beneficiary to the will may ask to serve as executor if the executor named in the will has died and the will does not name a subsequent executor or if the subsequent executor has also died. If the named executor refuses the role, a beneficiary to the estate may seek to become executor. In the event the decedent dies without a will, a situation known as intestacy, an heir may seek to qualify as executor. A surviving spouse has priority, followed by other heirs.

After qualifying, the executor of a will is responsible for resolving the estate of the decedent. Depending on the estate, this may be complicated and take a significant amount of time. At all times, the executor must act to carry out the wishes of the decedent and in the best interests of the beneficiaries of the estate.

This portion of the site is for informational purposes only. The content is not legal advice. The statements and opinions are the expression of author, not LegalZoom, and have not been evaluated by LegalZoom for accuracy, completeness, or changes in the law.

You have been named the executor of a personal estate in New Jersey.

What do you do next?

Acting as the executor of an estate is a big job. The duties of estate administration can add to the grief you experience if you are a spouse or close relative of the deceased. Knowing the steps to take can help you move through your responsibilities efficiently—and honor the last wishes of someone important to you.

In New Jersey, an executor or estate administrator takes charge of the estate, possessions, and obligations of another person when they pass away. In the best case, you were asked by your friend, loved one, or associate, to undertake these duties when they were preparing their estate planning documents, such as a Will. Now that they have passed on, they are called the decedent. If an individual passes away without a will the Surrogate court will appoint an estate administrator to perform the tasks that an executor usually performs.

Consider these three key points about estate administration in New Jersey:

  • What does this job really mean?
    As executor, you become the personal representative for the deceased. You will inventory and locate property, assets, debt and creditors. You will pay bills, and are responsible for an accounting. Because of this, part of your work will involve investigation. When there is property, financial, and other assets, you will preserve and protect those assets for the beneficiaries of the Will. When all assets are claimed and disbursed, and last bills and taxes are paid—you will close the estate. In New Jersey, you are eligible for payment from the estate for your efforts. Closing an estate can sometimes take more than a year to complete.
  • How do I get started?
    When you are called on as executor, one of your first steps will be to locate the current Will of the deceased, obtain an original certificate of death, and present the documents to the Surrogate Court in the county where the deceased resided. After a waiting period of approximately ten days, you are issued documents legally appointing you as executor.

As an executor, you are a fiduciary, someone who operates at a high level of trust on behalf of the deceased and their beneficiaries. Many executors wonder if they need to retain an estate attorney. In New Jersey, there is no requirement to retain an estate administration attorney—but if the estate is has a property, assets that need to be appraised or if there is potential for serious disagreement among beneficiaries, it is a good idea. Experienced legal counsel guides you through the process, offers advice and service when needed, and protects you from claims against the estate.

What is the best way to get started?
Acting as executor, you make decisions and oversee processes that involve legal, accounting, and estate work. Once the Will is probated, you are underway. A simplified checklist looks like this:

– Coordinate with Surrogate Court and authenticate authority to act as executor.
– Identify debt and assets.
– Obtain valuation of all assets including real property, financial accounts, expensive collections, and jewelry.
– Distribute a notice of the Will to parties of interest.
– Communicate with beneficiaries on matters as needed.
– Create, check, and file appropriate tax accountings and returns.
– Pay bills.
– Distribute property, assets, and bequests to beneficiaries.
– Prepare needed tax and administrative documents to close estate.

In New Jersey, there are ways to make the tasks of estate administration easier and more profitable for beneficiaries.

Asset searches and estate inventory and management can be arduous, time-consuming tasks. Companies like ours remove much of the hassle by providing professional, high-quality services ranging from asset valuation, estate inventory, property maintenance, and house clean-out—along with experienced counsel on legal and accounting matters.

Acting as an estate executor in New Jersey is an important job—and a labor of love. Whether you need end-to-end help with an estate or referral to a certified appraiser—we offer cost-effective, skilled service to help you sort through the details and your fiduciary duties.

If you have questions for estate attorneys or estate administration professionals in New Jersey, we have answers.