Giuliana V. Brockway
As Principal of Brockway Law in Santa Rosa, California, my practice includes estate planning, wills and trusts, trust and estate litigation, trust and estate administration and probate matters.
A personal representative is the individual or professional fiduciary in charge of settling the estate of a deceased person (otherwise known as “decedent”) in the court-supervised process known as probate. In a Last Will and Testament, the personal representative is known as the “Executor.” If there is no Last Will and Testament and a person dies intestate, the personal representative is known as the “Administrator.”
The role of a personal representative is to marshal the decedent’s property, notify potential creditors and attempt to resolve any claims, and take care of all required administrative matters such that the property can be distributed according to the wishes of the decedent or the laws of intestate succession.
A personal representative has the following responsibilities in a probate proceeding: