Estate Administration Checklist

Administering a loved one’s estate after their passing can be overwhelming. If you’ve been named an executor in a will or appointed administrator by a Pennsylvania court, having a checklist of responsibilities can help you stay organized and avoid mistakes. I have compiled two checklists, one for an executor/administrator and one for an attorney, which can be downloaded below.

As an executor or administrator, the most important thing to remember is that you are serving in a fiduciary capacity, which means that you have a legal obligation to act in the best interests of the estate and its beneficiaries, rather than for your own personal benefit. An executor or administrator who breaches their fiduciary duties can be surcharged, or held personally liable to repay the estate from their own assets.

While it is not required that you use an attorney, an attorney can help you navigate court filings, deadlines, and asset management. Estate administration can be complex, especially when real estate, disputes, or significant assets are involved. You might seek legal guidance to:

• Avoid personal liability
• Ensure compliance with Pennsylvania probate laws
• Reduce delays and stress
• Navigate court procedures efficiently

If you’re planning to administer or already administering an estate in Allegheny, Westmoreland, or Washington County and need guidance, I can help. Call 412-855-8269 or contact me online to schedule a complimentary consultation.