${site.data.firmName}${SEMFirmNameAlt}
Connecticut Phone: 203-661-5222 | New York Phone: 914-397-2400 | Florida Phone: 239-302-2768

Your Leading Estate Planning, Taxation, Real Estate and Trust & Estate Litigation Firm.

ABA American Bar Association NYSBA WCBA Worcester County Bar Association Connecticut Bar Association CTLA ASPPA

How do executors prepare to work with a will?

Executors of wills can feel awkward when it finally comes to time to fulfill their duties to the holders of estates. Although it is a solemn and somber task to handle the possessions of the deceased, probate courts try to lighten the burden.

  • How can an executor get the legal right to administer an estate?

The will of the deceased person must be filed and the executor of the estate must file a petition to administer the will. A probate court may hold a hearing on this petition so family members or other interested parties can learn about the process and pose questions if they have any.

  • What does an executor need to do to prepare an estate?

One requirement for all estates is an estate tax return. This document helps ensure that the properties and assets in an estate are "free and clear" of liabilities and debts so they can be conveyed to the intended beneficiary. This return must be filed within six months of the death of the estate holder.

  • How does an executor manage the properties and assets entrusted to him or her?

All properties, assets and income related to an estate must be held separately until the legal conveyance to a beneficiary. Some complications, such as the conveyance of firearms or sensitive financial instruments, may present themselves. Guidance is often available from probate courts.

  • Do people need legal representation in a probate court?

A lawyer is often recommended for complicated probate hearings. Legal representation can give parties to probate proceedings the best chance of their preferred outcome.

No Comments

Leave a comment
Comment Information

Greenwich Office
25 Field Point RD
Greenwich, CT 06830

Phone: 203-661-5222 CT
Fax: 203-661-1197
Greenwich Office Location

White Plains Office
1 North Lexington Avenue
Suite 701
White Plains, NY 10601

Phone: 914-397-2400 NY
Fax: 914-437-6354
Map & Directions

Bridgehampton Office
2317 Montauk Highway
Bridgehampton, NY 11932

Phone: 203-661-5222 CT
Fax: 203-661-1197
Map & Directions

Naples Office
500 Fifth Avenue South
Suite 526
Naples, FL 34102

Phone: 239-302-2768
Fax: 239-325-1813
Map & Directions