Probate Administration is a process of collecting, managing, and distributing assets held by an individual when they pass away. This is not a private process and does involve the Probate Court and its rules and timeline. Every document and all information filed with the Probate Court is considered public record.
I begin by holding a review session with the Personal Representative to outline each of their responsibilities and discuss how involved they would like me to be. I can provide instructions to the Personal Representative regarding each task they are responsible for, or the Personal Representative may retain me to work with them throughout the process.
A Personal Representative is required to file an inventory within 91 days of the Probate Estate being opened. Additionally, the Probate Court will charge an inventory fee based upon the value of all of the probate assets.
Paying bills & taxes