If you’re named as an executor in a will, you’re responsible for carrying out a long list of duties under California law. It might sound like a big job, but with the right information, you can handle it.
Understanding your basic responsibilities
As the executor, you’re in charge of managing the estate of someone who has passed away. That starts with locating the will and filing it with the probate court. Once the court approves it, you get legal authority to act on behalf of the estate. You’ll need to gather all the assets, notify heirs and creditors, and keep detailed records of everything you do.
Managing assets and debts
You must secure all property, including homes, cars, and bank accounts. That means protecting valuables, possibly appraising assets, and managing anything that might lose value over time. You also pay off any outstanding debts or taxes owed by the estate before distributing what’s left to the heirs. California law requires you to put creditors on notice and follow strict deadlines for responses.
Keeping the court informed
Throughout probate, you’ll file reports with the court. These documents show what assets exist, what debts you’ve paid, and how you plan to divide what’s left. You might need court approval before selling property or making final distributions. If anyone challenges your actions, the court will step in to review your decisions.
Closing the estate properly
Once all debts are paid and the property is ready to distribute, you must ask the court for permission to close the estate. After final approval, you can distribute the remaining assets and officially wrap up the process of administering the estate. Keeping clear records and following California Probate Code helps everything go smoothly.