Faith, Ledyard & Faith, PLC
COVID-19 NOTIFICATION: To protect your safety and the safety of our staff, in response to the threat of COVID-19, we are offering the option to connect with us via telephone, email and video-conferencing. Our staff are fully operational. Please call or email us to discuss your options.
A Full-Service Law Firm Serving the West Valley and Greater Phoenix for More Than 40 Years
PA Image
Real Estate Law
PA Image
Personal Injury
PA Image
Civil Litigation
Construction Law
PA Image
Bankruptcy
PA Image
Employment Law
PA Image
Estate Planning
PA Image
Debt Collection
PA Image
Government Law
PA Image
Criminal Defense
PA Image
Business And
Commercial Law
PA Image
En Español

Tasks for an estate executor

| Feb 5, 2020 | Uncategorized |

Being named as an estate executor can feel a bit intimidating. It’s an important job and a lot of people are counting on you to do it correctly. You may also have a lot of money on the line, especially if you are both the executor and a beneficiary.

In general, the executor is the person who helps administer the estate and who ensures that what is written in the will and the other estate planning documents is actually carried out. To help you get started, here are a few things you need to do:

  • Get the death certificate. There are some tasks you cannot fulfill without legal proof of the person’s passing, and the death certificate gives you that proof.
  • Obtain a valid copy of the will. Remember that the most recent will is the one that counts. Once you have it, you need to distribute copies to the others who are named as beneficiaries. Will readings don’t happen as often anymore; instead, people just get their own copies.
  • Find all of the assets in the will. Make sure no one else takes them until you determine who is supposed to get them.

This last step can be hard. The will may leave a piece of artwork to one heir when another heir had their eye on it, for instance. Do not let anyone remove anything from the home or the estate on their own. That’s your job.

As you work your way through all of this, make sure you know exactly what legal steps you need to take.

Lead Counsel Rated LC
Certified specialist | State bar of Arizona | Real Estate | Law Specialist
Distinguished AV | Peer Review Rated | LexisNexis Martindale-Hubbell | For Ethical Standards & Legal Ability
Martindale Hubbell AV Preeminent peer rated for highest level of professional Excellence 2020
Expertise Best Real Estate Layers in Phoenix 2020
FindLaw Network

Stay Connected With Us