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Why might you want to work with an attorney during estate administration?

Feb 22, 2022 | Probate

When a loved one names you as the executor in their will, you may be tempted to navigate the estate administration process alone. However, you may benefit from the guidance of an attorney during this process. Why might you want to work with an attorney?

An attorney can help you navigate the probate process with greater confidence.

Under Texas law, an executor has a variety of responsibilities, including:

  • Locating the people named in the will
  • Managing the assets of the person who passed away
  • Completing financial transactions like paying debts and filing tax returns
  • Distributing assets to the beneficiaries according to the instructions in the will and state legal requirements

Especially if this is the first time you have acted as someone’s personal representative during the probate process, you might not be aware of the responsibilities of the role. An attorney’s experience can help you approach the process with confidence, handle the estate in a professional manner and avoid any delays that might otherwise occur.

Working with an attorney can protect you from liability.

An executor has a fiduciary duty to the beneficiaries of a will, and the many responsibilities of an executor can leave significant room for error. If an executor fails to notify the correct people, makes errors in payments or misses a legal requirement, they are personally liable for those errors. However, a probate attorney can limit that personal liability.

A lawyer can help you focus on your needs and the needs of your family.

Grief is difficult, and probate is often time-consuming. Working with an attorney allows you to keep your focus on your family and your own needs during these challenges. Not only will you spend less time on the tasks of an executor, but an attorney can also help you avoid pitfalls that could cause delays in an already difficult process.

An attorney’s guidance can help you navigate the probate process and move forward after the passing of your loved one.