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When a person is named as the executor or personal representative in a will, what does he or she need to do - Portland, Oregon.

July 23, 2010

Put together a list of assets and debts.

Come up with a list names and addresses of people and organizations who stand to inherit.

Determine whether a probate is necessary. (consult with an attorney to determine.)

If probate is necessary, file a petition with the court, asking the court to appoint him or her to carry out the terms of the will—or if there is no will to follow the state’s rules for handling a deceased person’s money and possessions (estate). 

Pay the decedent’s outstanding bills and debts.

File tax returns and pay taxes.

Distribute the remaining assets to the heirs and others named in the will.

When you are named as the executor of a family member's estate, you will have some resposibilities. A probate attorney can help you understand your role - Contact the Probate attorneys at the Law Offices of Nay & Friedenberg in Portland, Oregon at (503) 245-0894 to set an appointment.