Duties of and Selection Criteria for the Personal Representative

Personal Finance August 18, 2008 Print Friendly and PDF
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Duties of the Personal Representative

The personal representative:

  • Proves the will in probate court
  • Collects and inventories property
  • Pays bills and collects debts
  • Files tax returns
  • Manages probate property
  • Defends or brings lawsuits, if needed
  • Distributes property

Selection Criteria for the Personal Representative

Choose your personal representative carefully. The person you select must be:

  • Able to do the job
  • Willing
  • Able to keep peace among family members
  • Able to meet legal requirements
  • Conveniently located nearby, if possible
African American attorney writing notes

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This work is supported by the USDA National Institute of Food and Agriculture, New Technologies for Ag Extension project.