If you have been named as a personal representative in another person’s will, you need to understand the overall process of Massachusetts probate. There are many different important steps that need to be taken as soon as possible after the deceased passes away. The first thing to note is that probate must occur in the county in which the deceased lived at the time of their death. From here, a case will be opened in the relevant Massachusetts probate court.

Probate might be necessary in different jurisdictions depending on if the deceased probably had property in multiple different states. The personal representative in a Massachusetts estate is responsible for overseeing the probate process and filing court paperwork but it is important to remember that being named as personal representative does not legally obligate a person to serve in this role.

If named, you can decline to serve as a personal representative, at which point the court will appoint a personal representative to fulfill the role that you previously would have taken on.

If you decide to stay as the personal representative, you have an obligation to manage the deceased party’s assets, you have a legal and fiduciary duty to act in the best interests of heirs and the deceased, and you need to provide notice to creditors and to potential heirs.

An experienced Natick estate planner or probate lawyer can help you to decide what is right for your individual situation and to help guide you through the probate process.

 

 

Disclaimer: This blog post is for informational purposes only and does not constitute legal advice. Reading this content does not create an attorney-client relationship. For legal advice specific to your situation, please consult with a qualified attorney.

Tiffany A. O'Connell, JD, LLM, CELA, AEP

About Tiffany A. O'Connell, JD, LLM, CELA, AEP

Tiffany A. O'Connell, JD, LLM, CELA, AEP is the CEO and Founding Partner of O'Connell Law, an estate planning and elder law firm serving clients across Massachusetts, New Hampshire, and Vermont. She is one of a select group of attorneys in Massachusetts certified by the National Elder Law Foundation as a Certified Elder Law Attorney (CELA). Tiffany focuses her practice on estate planning, trust and probate administration, Medicaid planning, long-term care planning, Alzheimer's planning, charitable planning, and retirement and wealth strategies. She has been helping families plan for their futures since opening her practice in 2010.

Credentials: JD, LLM, CELA (Certified Elder Law Attorney — National Elder Law Foundation), AEP (Accredited Estate Planner)

Licensed in: Massachusetts

Areas of Practice: Estate Planning, Elder Law, Medicaid Planning, Probate & Trust Administration, Alzheimer's Planning, Asset Protection

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