I'm The Personal Representative. What Do I Have To Do?

As personal representative, you are responsible for the entire administration of the deceased's estate. This involves many steps, including:

  • Identifying, notifying and paying estate creditors
  • Identifying and notifying estate heirs and beneficiaries
  • Locating and valuing the estate's assets
  • Locating any estate planning documents, such as a will, and submitting them to probate court
  • Funding any trusts
  • Selling real estate, if necessary
  • Distributing assets, money and real property to the estate's heirs

If a loved one passed away without an estate plan, you will have to petition to be named as personal representative. Our lawyers can assist you with this process.

We Are Here To Help

The death of a loved one is an emotional and stressful time. Being named personal representative, or executor, of your loved one's estate, can increase that stress.

At Terrazas Clark Henkel, P.C., we want you to know that we are here to help. Our attorneys can offer as much or as little support as you need during the probate process.

Many of our clients prefer to hand the entire administration of an estate over to our team. Others want guidance and direction on a few key items, but prefer to handle the bulk of the probate process on their own.

No matter what your needs, we are here for you. Our goal is to take some of the burden off of your shoulders so you can focus on the grieving process and honoring the life of your loved one.

What If Disputes Arise?

It is not uncommon for disputes to arise during probate — especially if someone passes away without a will. While he or she may have made verbal promises to various family members, unless they are in writing, they are difficult to prove. Even if there is a will, family members can contest its validity. If you are involved in an estate dispute, you will want to contact a lawyer to ensure that your interests and the final wishes of your loved one are protected.

Contact Terrazas Clark Henkel, P.C.

Probate administration can be a simple process or it can prove to be more complicated. At our firm, our goal is to help you complete the process in the most efficient manner possible. Our lawyers are extremely familiar with the process and know the steps to take to effectively administer an estate.

For more information about our services, please call 406-541-2550 or contact us online. Our office is in Missoula, and we handle estate administration throughout western Montana.