Probate and Estate Settlement

Probate and Estate Administration

Personal Representative Responsibilities

If you have been named the personal representative of a friend or family member’s estate, your responsibilities will vary, depending on many factors. These factors include, but are not limited to:

  • the complexity and amount of the deceased person’s assets,
  • the types of assets,
  • how the assets were owned,
  • how account beneficiary designations were set up,
  • the types of liabilities,
  • whether or not there was a valid will or trust in place and if you know where it is,
  • whether the beneficiaries are known and can be located, and
  • whether an estate tax return (and payment) is due.

Your responsibilities may include:

  • meeting the probate court’s filing requirements,
  • settling estate liabilities,
  • filing estate tax and fiduciary income tax returns,
  • providing proper notice to state authorities,
  • communicating with heirs,
  • distributing assets, and
  • filing appropriate accountings.

In many cases, if deadlines are not met, there are significant tax consequences and/or tax penalties. A common challenge is that for many, this is a new role and they simply do not know what needs to happen, by whom and when.

Learn how we help our clients. 


Susan Traganos


We'd love to hear from you. Contact Susan Traganos to sign up for an initial consultation.

Learn More:

Estate Admin Questionnaire

Your completing this questionnaire before our initial meeting will make our time together most productive. Don't worry about tracking down every last detail.