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Duties of an Executor

What are my duties as an Administrator or Executor?

Although the duties of an Administrator and an Executor can vary, normally because the Administrator distributes assets in accordance with statutes, while the Executor follows the terms of a Will, there are some general responsibilities to which both must attend. After being appointed as the personal representative of the estate, you will be required, in part, to:

Provide the required notice to heirs, relatives and other interested parties;

Ascertain and gather the assets of the estate;

Pay lawful and legitimate expenses related to the Decedent and/or the Estate;

Prepare, if necessary, the Decedent’s final income tax return, an estate income tax return, a federal estate tax return, a New Jersey Inheritance tax return and/or a New Jersey Estate tax return;

Ensure that all necessary taxes are paid;

Prepare an informal or formal accounting;

Distribute assets and obtain the necessary release and refunding bonds so that you may be discharged from your services as the estate’s representative.

Numerous issues can complicate the process and a variety of questions can arise as to some or all of the above, many or most of which we have dealt with in the past.

There is no time like the present to prepare for the future. When you need skilled legal representation for your wills, come to Sherman Law Offices for our assistance.  Contact us today at 856-769-5711.

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  • "Bruce Sherman is a very knowledgeable attorney, who made sure he had my best interest during the entire process. I am beyond proud of my representation. Mr. Sherman did exactly what I needed done and gave me the more than perfect results I requested. I highly recommend his services and will continue to use him as my attorney for years to come."

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    Sherman Law offices provided my family with an incredible experience during the transaction in purchasing my grandparents home. Mr. Sherman put our minds completely at ease taking care of all required paperwork and details needed to make the transact...

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    Bruce helped me greatly while I was executor for my mother's and father-in-law's estates within a couple of years of each other. His guidance was spot on and his dealings with the State of NJ in particular through a very confusing situation were take...

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    Bruce Sherman and his staff handled my matter with care and promptness, he explained with detail to make sure I understood my options. I would recommend the Sherman Law Firm.

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    Josh did a good job prioritizing complex distractions with relevant issues, and dealt with necessary issues swiftly and decisively. In my case divorce case, I had counsel representing my ex who did not negotiate in good faith. My ex had an unrealis...

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  • lawyers
    5.0/5.0

    Bruce Sherman's services are of the highest quality and I strongly recommend his practice to anyone needing representation. Bruce and his staff are hardworking professionals that are focused on each individual case while making the client's experien...

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Sherman Law Offices

Woodstown Office

38 West Avenue, Route 40 Woodstown, New Jersey 08098
Phone: 856-769-5711, Fax: 856-769-5712

Mailing Address: P.O. Box 325, Woodstown, NJ 08098

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