Wayne Pa Probate Lawyers – 5 – Executor Duties – Intro
To maximize the value of an estate in probate or another administration process, representatives may find it helpful to contact a reputable estate planning attorney.
I advise clients serving as executors or administrators on how to comply with all aspects of estate administration accurately and completely.
If you’ve been appointed to serve in either position, you can benefit from sound legal guidance so you are not held personally liable for losses in the value of estate assets due to errors or misconduct.
I guide individuals in the Wayne area and throughout Pennsylvania through probate and estate administration with confidence and efficiency.
Thorough advocate advises clients during every step of Pa Probate.
Probate can refer to the court process of validating a will so an executor can implement the decedent’s wishes or to the oversight the court provides for an estate administrator who settles an intestate estate — one in which the decedent left no will.
Wayne Pa Probate Lawyers – 5 – Executor Duties – Tasks
To complete the process of settling an estate, I may help executors with the following tasks:
- Getting court approval as executor/estate administrator and
- Posting bond (if required)
- Filing the Last Will with the appropriate probate court
- Locating beneficiaries
- Finding and assembling assets
- Transferring assets from the deceased to the estate
- Hiring valuation, genealogy or other experts, when appropriate
- Paying creditors and claimants
- Collecting amounts owed to the estate
- Paying current and delinquent taxes as well as estate taxes
- Distributing property to beneficiaries
Estate representatives can easily make mistakes due to inexperience, stress and hasty decisions. I provide clients with reliable, detailed guidance.
Even in seemingly straightforward probate and estate administration matters, disputes among beneficiaries or between beneficiaries and the executor can arise. When these conflicts surface, you can rely on my counsel and professionalism in negotiations or in court.
Distributing a decedent’s property cannot take place without an executor or administrator managing and overseeing the process.
When a person does not leave behind a will or establish another means of wealth transfer, the most willing and capable relative usually seeks court approval to act as the personal representative of the estate.
I can help qualified individuals obtain the status of estate executor or administrator.
My goal is for you to settle your loved one’s estate as efficiently, quickly and easily as possible.
I write and practice about several Pa Probate and Pa Estate Planning topics. Please start with Wayne Pa Attorneys Probate Guide, which includes basics posts on our most essential publications. If you like our posts, please subscribe to our newsletter.
John B. Whalen, Jr., JD., LL.M., is an AV Peer Review Rated Preeminent 5.0 and Avvo Rated 10.0 Superb premier and prestigious Attorney and Counselor at Law. He is featured on Avvo, Justia, Lawyers, LinkedIn, Martindale, Nolo, Thumbtack. He has amassed over 70 prestigious professional awards and over 5000 client reviews and endorsements. He has achieved the AV Peer Review Rated Preeminent award, the AV Peer Review Judicial Preeminent award, the Avvo Rated Superb 10.00 award, the Avvo Rated Top Lawyer award, the Clients’ Choice Award, and the Top One Percent (1%) award. His main office is located at 1199 Heyward Road, Wayne, PA, 19087. Mr. Whalen serves all surrounding counties, on all 7 days, from 9:00 AM to 10:00 PM, and on evenings, weekends, and holidays. He can be reached by email at email@example.com, and by telephone at 1-610-407-0220.