Executor Duties
Understand your responsibilities as an executor or personal representative. Learn what tasks you must complete and your legal obligations to the estate and beneficiaries.
Currently available for California, Florida, Ohio, and Texas. More states coming soon.
Key Executor Responsibilities
Inventory Assets
Locate, secure, and document all estate assets including property, accounts, and personal items.
Pay Debts & Taxes
Notify creditors, pay valid claims, and file final tax returns for the deceased.
Distribute to Beneficiaries
Transfer assets to heirs and beneficiaries according to the will or state law.
Court Reporting
File required reports with the probate court including inventory and final accounting.
Fiduciary Duty
As executor, you have a legal obligation to act in the best interests of the estate and its beneficiaries. This means managing assets prudently, avoiding conflicts of interest, and keeping accurate records of all transactions.