Help for Estate Executors in California
Being named the executor of a will places you in a position of trust and honor. Whether you are a relative or a close friend of the deceased, how can you carry out your assignment with dignity and benefit the heirs? Here are a few tips:
- Be organized – You have a lot of things to take care of, so good organization skills are a must. Color coding tax information, bills from creditors, titles, deeds, policies, statements, and other key data is a good idea.
- Get used to being on the phone – You need to be a good communicator to be a good executor. Between the beneficiaries, the IRS, the court, and creditors, there is always going to be someone who needs information. Keep good records of your communications since people suddenly become forgetful when money is involved.
- Get legal assistance – Acquiring the help of an estate planning attorney can help you to avoid common mistakes that executors often fall prey to. If you are worried about the expense, it is a small price for the estate to pay if it helps beneficiaries to maximize their inheritance and to receive it in a timely manner.
Estate Planning Lawyers in Southern California
If you are in or near the San Diego area, the estate planning lawyers at Petrov Law Firm can provide the assistance you need. For help in fulfilling your duties as the executor of a will in a cost-efficient and timely manner, just call 619-344-0360 today, and we will get you set up with an attorney who can help you to navigate the murky waters of probate court.