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What an executor needs to do when someone dies

On Behalf of | Jun 29, 2021 | Probate |

If you get appointed as an executor in Florida, you will have many responsibilities once the individual dies. There’s a lot that you need to do in order to make sure that their estate gets handled properly. These are some of the things that an executor needs to take care of once someone dies.

Get a copy of the death certificate

Before you do anything else, you do need to get a copy of the death certificate. You will need it to access any of the deceased’s financial accounts or to make life insurance claims.

Plan the funeral and make necessary arrangements

You’re responsible for making sure that the deceased has the funeral that they wanted. This may include things like letting the funeral home know whether they should get buried or cremated and if there’s a viewing or just a grave-side service.

Go to the probate court to file the deceased’s will

One of the most crucial probate administration tasks is to file the will in probate court. This is necessary so that you can give the deceased’s assets to the correct people.

Distribute assets

As an executor, you will be in control of all of the assets up until this point. Once you have filed the will with the probate court, you can start distributing the assets to others. You will need to contact each of the heirs and let them know about their inheritance and how you will distribute it to them.

Being an executor is a big responsibility, but you can handle everything properly if you know what to do. By utilizing the tips mentioned above, you will ensure that you do everything that you should in order to carry out your executor tasks the right way.


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