Estate planning can feel overwhelming and intimidating. As you create your plan, you will need to consider who will execute your will after you pass. Don’t hesitate to reach out to a legal professional to make the process easier.
What does a personal representative do?
The duties of a personal representative, also known as an executor, focus primarily on financial dealings, including:
- Distributing assets
- Property maintenance until it the party named in the will takes over
- Paying bills and taxes
- Representing the estate in court
Who should I name?
There are state-specific laws addressing who you can name as your personal representative. In Georgia, your executor must be over 18 years old and of sound mind. You can appoint a family member or a friend. Some states have restrictions against naming felons or residents of another state as your personal representative, but Georgia doesn’t have these laws.
Your personal representative will ensure that your estate is taken care of in the manner you want. It’s important to choose carefully and appoint someone who will make the after-death processes easier for your family. Here are some qualities to look for in who you will appoint:
- Trustworthy and honest
- Respects your wishes and will work to uphold them
- Organized
- Good communicator
- A strong leader for your family
- Willing to ask questions of legal professionals
- Located close to make the process easier
It’s best to discuss your estate planning with your potential representative before the time comes to carry out your will. If you have more questions about your will and personal representative, talk with your estate planning lawyer. They will be able to give you professional recommendations tailored to your specific situation.
