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Handling the probate process as the executor

At Levins & Associates, L.L.C., we deal with people in Lee County all the time that have lost loved ones. We understand that every situation is unique and that it’s important for you to consider the probate process regarding a loved one’s wishes for his or her estate. The probate process can be difficult and many concerns can arise during this period, especially if you are the executor.

However, having the right knowledge can help you get through this process successfully. The first step of the probate process for an executor is to file a request for probate in the county where your loved one was living at the time of death. You will also need to publish and mail a notice of probate to the beneficiaries and heirs.

As an executor you need to make sure that you protect your loved one’s estate throughout the probate process. You might also need to get the estate’s assets appraised. This consists of several requirements, including:

  • Obtain from the IRS an employer ID number for the estate
  • Create a bank account for the estate
  • Make sure income tax returns are prepared and filed
  • Create and file an inventory and appraisal of all assets belonging to the estate
  • Notify creditors via mail and pay all debts

When the time has passed for any creditors to make a claim, you have paid all debts, filed the required tax returns, and have settled any disputes you're now ready to distribute the remaining property and assets to the beneficiaries.

If you are an executor going through the probate process, we understand that you might be facing some questions and concerns. Knowing where to find the answers can be very valuable. For more information about resolving probate concerns, please visit our probate page.

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