Fiduciary Duties
Personal representatives must act carefully, follow the governing documents, and account for estate activity.
Guidance for Executors and Families
Estate Administration
Legacy ◆ Protection ◆ Peace of Mind
Serving as an executor or administrator carries legal duties and practical responsibilities. A clear process helps protect the estate and its beneficiaries.
Request a ConsultationFrom Appointment Through Distribution
Administration may include gathering records, securing assets, communicating with interested people, addressing debts and taxes, managing property, and preparing distributions.
We guide fiduciaries through each stage with an emphasis on organization, communication, and documented decision-making.
Assets & Claims
The estate may require inventories, valuations, creditor procedures, account management, and property decisions.
Beneficiaries
Timely, measured communication can help beneficiaries understand the process and realistic timing.
Considerations
Administration Responsibilities
Every matter is different. The appropriate plan depends on the documents, property, people, and goals involved.
- 01
Secure and identify estate property
- 02
Maintain records and estate accounts
- 03
Address valid expenses and claims
- 04
Prepare and document distributions
Where We Assist Fiduciaries
Qualification & Letters
Appointment, oath, bond questions, and obtaining letters testamentary or of administration.
Inventory & Appraisement
Preparing the inventory, list of claims, or the affidavit in lieu where permitted.
Notices to Creditors
Required published and mailed notices, and the handling of claims that follow.
Estate Accounts & Records
Separate estate banking and documentation that supports every decision made.
Property Management
Insurance, upkeep, occupancy, rentals, and sale authority for estate real estate.
Distribution & Closing
Receipts, releases, deeds, and the final steps that conclude the administration.
Common Questions
- What are an executor's main duties?
- Acting in the estate's interest, following the will and the court's orders, keeping estate property separate, maintaining records, addressing valid debts, and distributing what remains.
- Can an executor be paid?
- Texas law allows reasonable compensation for a personal representative, subject to the will's terms and court approval where required.
- What if beneficiaries disagree?
- Clear communication and documented decisions resolve most tension. When a genuine dispute remains, the court can provide direction on the disputed issue.
A Steady Hand Through the Process
We help fiduciaries move forward with a clear understanding of their responsibilities and next steps.
Begin the Conversation
Your Legacy Deserves Thoughtful Planning.
Whether planning for the future or navigating the estate of someone you love, Alliston Estate Planning provides sophisticated legal guidance with a personal approach.
Legacy ◆ Protection ◆ Peace of Mind
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