Getting Information from a Personal Representative in Georgia

Do you know there are steps available for getting information from a Personal Representative in Georgia?

It is common to have concerns about the Estate or the actions of the Personal Representative.

We always recommend starting with a simple conversation and request for information. But, if you run into challenges, you can follow the steps below.

My name is Erik Broel & I am the founder & CEO of Georgia Probate Law Group.

At our firm we help families who have lost a loved one navigate the complex and confusing legal process so they can make sure the estate is handled properly and their loved one’s memory is honored.

We often recommend that the Personal Representative provide information and transparency to the family members with an interest in the Estate.

That one step goes a long way towards reducing or eliminating conflict over the Estate.

When the Personal Representative is nonresponsive or refuses to provide information, however, we often need to pursue legal remedies to obtain information about the Estate.

That way, we know for sure what is going on with the Estate.

Getting Information From a Personal Representative:

A Demand for an Accounting.

The first option for getting information from a Personal Representative is usually a demand for an accounting.

When we pursue this option, we are asking the Court to require the Personal Representative to file a formal accounting with the Court so that the Judge and everyone with an interest in the Estate can see it.

Once filed, that accounting can either settle questions regarding the Estate, or raise new questions.

A Demand to Show Cause why the Estate Should Not be Disbursed.

If the Estate has been open for a long time, another option for getting information from a Personal Representative is to file a demand that the Personal Representative show cause why the Estate should not be disbursed.

Similar to the accounting, this will often result in a formal filing by the Personal Representative regarding the Estate’s assets.

This option has an additional benefit in that it also often results in an explanation of the status and plan for the Estate.

It can also result in a hearing.

These are just two of the most common options available for getting information from a Personal Representative.

Since these situations are complicated, I strongly recommend you have an experienced attorney helping you. Please reach out to our team for a complimentary consultation.

Next Steps for Getting Information From a Personal Representative:

Everything discussed in this article is for general information and is not legal advice.

If you are in a situation where you’re trying to settle an estate, I recommend you reach out to our office at (770) 920-6030 to set up a consultation with one of our probate lawyers.

If you’re not quite ready for a consultation, be sure to download our Georgia Probate Handbook so you know how the Estate is supposed to be handled.

Disclaimer: The information above is provided for general information only and should not be considered legal advice. Our probate attorneys provide legal advice to our clients after talking about the specific circumstances of the client’s situation. Our law firm cannot give you legal advice unless we understand your situation by talking with you. Please contact our law office to receive specific information about your situation.