A Personal Representative's Job Duties


By Arthur M. Fowler, III - 10/26/2024


A Personal Representative has many specific jobs to do when managing an estate. Here are a few examples:

  • Handle Taxes: Sort out any taxes the deceased person owed and any taxes related to the Estate itself.

  • Close Bank Accounts: Close the deceased person's bank accounts banks and deposit that money into the Estate's bank account.

  • Sell Items: If there are things that aren't specifically given to someone in the Last Will or there is not a Last Will, the Personal Representative might need to sell these things.

  • Answer Questions: Be ready to respond to any questions or concerns from beneficiaries or heirs.

  • List Assets: Unless waived, make a detailed list of everything the deceased person owned that's part of the estate.

  • Track Finances: Keep careful records of all money and assets that come into or go out of the estate.

  • Notify Creditors: Inform all known or easily identifiable creditors about the deceased person's passing and the probate process.

  • Review Claims: Look over any claims made against the estate and decide which ones are valid and need payment or if any should be disputed.

Working closely with a lawyer who knows about probate can help the Personal Representative handle these tasks correctly.

Back