What Role Does a Personal Representative Play in Pennsylvania?

To learn more about the responsibilities of a personal representative, keep reading and reach out to Friedman Schuman to speak with one of our experienced estate planning attorneys today.

What role does a personal representative play in Pennsylvania?

Personal representatives have a large part in the administration of an estate plan. There are many responsibilities that must be accounted for in this position, but, it is important to note that they do not begin until the estate owner passes away. Some of the many responsibilities of a personal representative include the following:

  • To start, your personal representative is required to file your will with the Register of Wills. Furthermore, if the will has to go through probate or if it does not, it will still need to be done in the county where you lived.
  • Your representative must also file a petition for probate with the Orphans’ Court if it pertains to you.
  • Your representative must report in the local newspaper, telling anyone who has a claim to make against you to do so promptly.
  • Your representative will also have to perform a record of all your beneficiaries, assets, and any other remaining creditors.
  • He or she must also take an inventory that incorporates the assets and their assessed values.
  • He or she will need to make sure that all outstanding federal, state, and estate taxes are filed.
  • Your representative will need to distribute all assets to beneficiaries noted in your will.
  • Your representative must handle any debated topics regarding asset allocation.
  • Lastly, he or she will file a Certificate of Compliance to close your estate.

To learn more about the duties of a personal representative, you will need to contact our skilled legal team. Our knowledgeable estate planning attorneys can help you navigate through this process. We are one call away.

Who should I pick to be my personal representative?

A personal representative is subject to a number of different responsibilities, which is why you will want to ensure that you are suitably choosing yours. You will want to appoint someone that is not only trustworthy but also an individual who will be reliable, even during a time where they are grieving your loss. In most instances, an individual will assign this role to a close friend, family member, or life partner.

Hire the services of a skilled Pennsylvania estate planning attorney to learn more about the best way to pick a personal representative. Our legal team is here for you.

CONTACT OUR EXPERIENCED PENNSYLVANIA FIRM

Friedman Schuman is an experienced and dedicated legal resource for clients throughout Pennsylvania. We proudly serve clients facing a wide range of legal matters. If you require the services of an effective attorney, please contact Friedman Schuman today to schedule a consultation.