Worthwhile Reading

Responsibilities of the Executor

• File current will with the Probate Court
• Locate and collect all assets
• Arrange for safekeeping of all asets, re-registration of securities
• Appraise all assets and file an inventory with the Probate Court
• Determine debts and claims against the Estate
• Locate heirs
• Manage the Estate including record keeping, investment management, collection of dividends and interest
• Prepare necessary tax returns and pay all taxes
• Prepare detailed Final Account for presentation to Probate Court
• Distribute the Estate

For more information, please contact our team.