Practical Tips From An Executor of a Probate Estate (Part 1)
Although my role in probate cases is usually as the attorney for an executor or personal representative of an estate, last year I agreed to serve as an executor for one of my clients. Throughout the series I want to share some practical tips I have learned as an executor with boots on the ground throughout the administration.
My first and most important tip (which I already share with my executor clients) is: Communication is key!
Communicating with beneficiaries can change the beneficiaries’ tone and the dynamic of the entire administration. I highly recommend weekly check-ins with beneficiaries, even if the update is that nothing has happened since the last time you spoke with them.
The effect of these weekly check-ins is two fold:
First: it eases the beneficiaries’ minds, knowing that the administration is at the forefront of your mind.
Second: it keeps the executor accountable to make sure the probate administration is proceeding in good order.
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.
About the Author
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.
Disclaimer
Disclaimer: The information provided on this blog is for general informational purposes only and is not intended to be legal advice. The content may not reflect the most current legal developments, and it is not guaranteed to be complete or up-to-date. The information on this blog should not be taken as legal advice for any specific case or situation. You should not act or refrain from acting based on any content included in this blog without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer licensed in your jurisdiction. The author expressly disclaims all liability in respect to actions taken or not taken based on any or all the contents of this blog. If you have any questions about your legal rights or obligations, you should consult an attorney.