The quick answer is the Personal Representative is the person responsible for carrying out the directives of a Will. The Personal Representative also manages the deceased’s unfinished and ongoing affairs, such as closing bank accounts and paying debts while protecting and maintaining all of the deceased’s assets and belongings. The Personal Representative’s to-do list can be long depending on the assets of the deceased individual, so it’s impossible to list a complete task list in the hypothetical.
Being a Personal Representative is a great responsibility and potential burden, especially if the estate is large or has many beneficiaries so I caution my clients to not enter into this role lightly.
Heidi S. Webb, Attorney at Law, serves clients all over the state of Florida with Estate Planning and Probate. She has offices in Daytona Beach and Melbourne but can meet via phone or Zoom with clients statewide. Contact her today to schedule a free consultation. Visit her page on Facebook or see what her clients are saying to learn more about Heidi at www.heidiwebb.com.
