Sunday, May 1, 2022

Factors to Consider When Naming an Individual Personal Representative

estate planning attorneys Ann Arbor

The Personal Representative plays a critical role in the management and the distribution of your assets and most likely will be your spouse or a close relative, but it can also be a friend or someone who you have had a business relationship with and who is well suited for the role.
 

Some factors you should consider when naming this individual:

  1. Trustworthiness
  2. Responsibility and availability
  3. Well-organized
  4. Location
  5. Age and wellbeing
  6. Agree to act


Learn more about the things you should consider when it comes to naming your Personal Representative here.


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If you’re interested in learning more about estate planning, please contact estate planning attorneys in Ann Arbor at 734-665-4441.

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