A personal representative is the individual appointed by the Court to oversee the management of a decedent’s estate. Their duties often include simple tasks such as bill pay, but also sometimes include the difficult duty of marshaling, locating, and organizing, the decedent’s property. This individual typically works closely with an attorney who helps them throughout the probate process.
Heidi B. Adair is a Partner and Elder Law Attorney.
The best way to start working on your estate plan is to make an appointment with an estate planning attorney. As part of your preparation for your upcoming appointment, the attorney may provide you with a questionnaire that asks you about your assets and your family.