The next few weeks
Get appointed as executor or personal representative
If you're named in the will as executor (or personal representative in some states), the court needs to formally appoint you before you can act. This appointment usually happens at a short hearing or through paperwork alone.
What you'll need
- The court's filing paperwork
- Photo ID
Good to know
The rules for this vary by state. Someone on our team can help you find out what applies where they lived.
Get help with this
Why we recommend Sunset
Sunset can track down accounts, policies, and benefits in their name, at no charge. EstateExec lays out what's expected of you as executor, step by step.
Trusted partner
Sunset
At no charge, helps families find and transfer life insurance, 401(k)s, bank accounts, and more.
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
Free · Call or text 301-539-9175