What to do After an Estate is Opened
By Eddie Fishman
"I have been named personal representative of an estate, now what?"
The passing of a loved one is difficult. It can be even more difficult if you are in charge of probating the decedent’s estate. After opening an estate, there are some immediate steps you can take to set yourself up for success.
First, you should acquire three documents. The first two documents will be filed by the Court once an estate is opened. The first is Letters of Appointment and the second is the order opening the estate. The Letters of Appointment are your identification card to show that you are the personal representative of the estate. Once you have both of these documents, you can apply for an EIN.
After you acquire the Letters of Appointment, the order opening the estate, and the EIN, you should do the following:
The above are a few immediate steps you can take when an estate is first opened. Although there will be additional work for you to do, these steps can help make the probate process more efficient. Every estate is different so I recommend that you meet with a trusted attorney to ensure that the above steps are appropriate or if any other immediate action is necessary.
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