3 Best Practices
for Personal Representatives and Executors of Estates
1: Keep detailed records
Probate administrations involve a lot of paperwork, obtain and keep as much information as you can in documents or writing.
2: Communicate with beneficiaries
Keep beneficiaries updated as much as possible. Weekly updates allow for more transparency and tend to reduce frustrations.
3: Do not hesitate to ask your lawyer
If you are unsure of how to carry out any of your duties or responsibilities, do not hesitate to ask your lawyer. That's what probate lawyers are here for!
At Brett Legal, we routinely represent Executors or Personal Representatives of Estates and assist them in carrying out their duties during the probate administration process. Visit our Contact Us page to schedule a 15-minute consultation and learn more about how Brett Legal can help you with your planning.
Sincerely,
Silvia A. Brett, Esq.
Silvia A. Brett, Esq. is an attorney and founder of Brett Legal, PLLC, a Florida law firm focused on estate planning and probate. She is also a Florida Supreme Court Certified Circuit Civil Mediator. In her probate practice, Silvia represents personal representatives and executors guiding them on how to administer estates in accordance with Florida law. Click here to learn more about Silvia.
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