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FAQ Frequently Asked Questions | Who should I appoint as my Personal Representative? | The choice of a Personal Representative is a very personal one. You could name your spouse or domestic partner as your Personal Representative. Or you might choose an adult child, another relative, a family friend, a business associate or a professional fiduciary such as a bank.
Your Personal Representative does not need any special training. What is most important is that your chosen Personal Representative is organized, prudent, responsible, honest, and will responsibly ensure that your written instructions are followed.
You should always discuss your choice of Personal Representative with your estate planning lawyer. There are many issues to consider. For example, will the appointment of one of your adult children hurt his or her relationship with any other siblings? What conflicts of interest would be created if you name a business associate or partner as your executor? And will the person named as Personal Representative have the time, organizational ability and experience to do the job effectively?
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Please contact our office so that we may provide you with an affordable fee quote for your estate plan. We can prepare any additional real property deeds to supplement your Wills and/or Trusts package. |
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