After making the decision to serve as an executor or legal representative, knowing what to do next can be confusing, especially if you have never had the responsibility of wrapping up a decedent’s estate. To eliminate some of this confusion, below is a helpful checklist that executors can use to guide them through the process.

Keep in mind, however, that:

  • This checklist may not include every detail of every step that needs to be taken.
  • You can receive professional help and advice regarding fulfilling executorship by contacting a trusted Trinidad & Pueblo estate lawyer at Gradisar, Trechter, Ripperger & Roth.

The Go-To Checklist for Colorado Executors

  1. An experienced Trinidad & Pueblo estate lawyer provides a helpful checklist that executors can use to administer estates. Contact us for help with any estate planning or administration matter.

    An experienced Trinidad & Pueblo estate lawyer provides a helpful checklist that executors can use to administer estates. Contact us for help with any estate planning or administration matter.

    Figure out if the estate needs to pass through probate – If the estate is relatively small and all of the assets were jointly owned, for instance, probate may not be necessary.

  2. Notify the appropriate agencies of the decedent’s passing – Appropriate agencies can include banks or even government institutions (if, for instance, the decedent was receiving government benefits, etc. at the time of death).
  3. Decide whether you are going to retain an attorney – When probate is necessary to close an estate, it’s advisable to hire a lawyer for experienced help getting through the process.
  4. File the will with the local probate court – Generally, this should occur in the jurisdiction in which the decedent lived.
  5. Notify the beneficiaries named in the will – These notifications have to be sent out via mail by specific deadlines.
  6. Compile the estate’s assets and appropriately manage the estate during the probate proceedings – This can involve having to keep detailed accounting records, pay the estate taxes, pay the estate’s creditors, etc.
  7. Distribute the property of the estate – This will involve giving the assets of the estate to the designated beneficiary, as detailed in the will.
  8. Close the estate – Once all debts and taxes for the estate have been satisfied and the estate’s property has been distributed, it will be time to request that the probate court formally close the estate.

Trinidad & Pueblo Estate Lawyer at Gradisar, Trechter, Ripperger & Roth

Do you need help administering a will or getting through probate? Or are you a beneficiary looking for the best representation in probate? If so, an experienced Trinidad & Pueblo estate lawyer at Gradisar, Trechter, Ripperger & Roth is here for you, ready to provide you with the highest quality legal services.

Experienced and respected, our Trinidad and Pueblo lawyers have been dedicated to helping our clients navigate the complexities of the legal system since 1972. With us on your side, you can be confident that your legal matters will be brought to a successful resolution as efficiently as possible.

Categories: Colorado Probate