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A Handbook for Personal Representatives (Single Copy)
  • GC0003

A Handbook for Personal Representatives was designed to provide a "road map" to the probate proess, spelling out a personal representative's basic responsibilities and tasks. It explains legal concepts, defines terms, clarifies the role of the attorney, provides an overall checklist of tasks to be accomplished, and details central tasks such as preparing an inventory, listing all claims and maintaining financial records.

The information covered:

  • Introduction
  • Taking Title
  • Receiving Evidence of Authority
  • Retaining and Working with an Attorney
  • Posting Bond
  • Opening a Separate Bank Account
  • Preparing the Inventory
  • What to Include in the Inventory
  • Identifying Other Assets
  • Identifying All Claims Against the Estate
  • Keeping Financial Records
  • Determining and Paying Taxes
  • Selling the Estate's Assets
  • Personal Representative Fees
  • Attorney Fees
  • A Timetable
  • Estate Closing
  • Formal Administration
  • Informal Administration
  • Appendix A: Daily Record of All Estate Activity

20 pp; 14th edition, 2011

 

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