Serving As, or Selecting, a Personal Representative for An Estate    NEW!

A personal representative is a person or institution that manages a deceased person's financial affairs and estate. In Florida, this term is used instead of executor or administrator. Duties include collecting assets, paying debts, and distributing remaining assets, if any. This class will provide a deep dive into the process of serving as a personal representative from both a financial planning “lens” and the instructor’s recent experience serving as a personal representative and developing an Excel spreadsheet to track creditor claims. It will include topics such as duties, process steps, compensation, pitfalls. The target audience for this class is both people who will serve as a personal representative and those who are trying to select one.