Difference between revisions of "Ten Steps to Being an Executor"

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==Step 5: Probate the will==
==Step 5: Probate the will==


Probate is the procedure that confirms the Will can be acted on and that you have the authority to act as executor. If the person owned real estate, probate is required.
Probate is the procedure that confirms the will can be acted on and that you have the authority to act as executor. If the person owned real estate, probate is required.


Check with any institutions that hold the person’s assets to find out what they require. Sometimes financial institutions will not release the person’s money without confirmation of probate. It depends on how confident staff are that you have authority to act. If they know you and your relationship to the deceased, they may be satisfied just to see the death certificate and the Will.
Check with any institutions that hold the person’s assets to find out what they require. Sometimes financial institutions will not release the person’s money without confirmation of probate. It depends on how confident staff are that you have authority to act. If they know you and your relationship to the deceased, they may be satisfied just to see the death certificate and the will.


==Step 6: Get probate forms==
==Step 6: Get probate forms==
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