Duties Of A Personal Representative*
* This is not an exhaustive list, but are applicable to most estates.
Note: Do not meddle with the estate if you plan to renounce your right to probate.
- Make the funeral arrangements (usually the family does this, but ultimately it is the responsibility of the personal representative);
- Search for cash, jewellery and other valuables and put them in safekeeping;
- Locate and secure other assets (bank accounts, property, vehicles, bonds, stocks, etc);
- Make sure all assets and property are properly insured;
- Locate original Will and other important documents (such as, marriage agreements, personal documents, tax returns, certificates, financial records, etc.);
- Redirect mail;
- Obtain a Grant of Probate (where there is a will) or Letters of Administration (if no will);
- Collect and deposit any cheques owing to the deceased and death benefits payable;
