Three Tips for California Will Executors

Three Tips for California Will Executors

If you have been named the executor of someone’s last will and testament in the state of California, then you have a weighty responsibility to carry out. Here are three tips to help you succeed.

• Communicate well – You are going to have to spend a lot of time on the phone negotiating the estate’s taxes, debts, and creditors. You also need to stay in constant communication with the court and with the beneficiaries.
• Stay organized – There is a lot to do as an executor, so being organized is a necessity. Be sure to keep track for the decedent’s wishes as well as important documents while you are working out the details for the heirs.
• Get help from an estate attorney – Estate planning attorneys have experience both helping people plan for their estate as well as helping executors to carry out the task that has been placed upon them. While you may worry about spending some of the estate on legal counsel, it’s far better than making a mistake that could cost the beneficiaries a large sum or tie up the money for months or even years.

Estate Planning Lawyers in San Diego

For the best estate planning lawyers in San Diego, North County, and Chula Vista, residents turn to Petrov Law Firm. We’re here to help you whether you are planning for your own future or carrying out the wishes that you have been entrusted with. Contact us today by calling 619-344-0360 and schedule an appointment at one of our three convenient locations.