Download the Georgia Probate Handbook.

Learn Important Probate Essentials, including key things that go wrong in an estate, how to prevent them, and what to do if they happen.

    Questions To Ask A Personal Representative

    Do you know what questions to ask a Personal Representative when you have concerns about an Estate?  There are key pieces of information you can use to determine if the Personal Representative is doing a good job.

    Learn two questions to ask a Personal Representative so you can feel good about the direction of the Estate, and more in this article.

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

    good questions to ask a representative

    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.

    Some of the most common concerns we hear from new clients are that:

    1. They don’t know what is in the Estate.
    2. They don’t know what progress has been made with the Estate. (If any.)
    3. They are concerned that personal property has been taken.
    4. They are concerned that funds have been misused or gone missing.

    In these situations, it is very important to have an idea of what property is in the Estate.

    Top Questions to Ask a Personal Representative

    “Would you send me an inventory of the Estate?”

    It is common to ask the Personal Representative for an informal inventory listing all assets of the Estate.

    You also want to get an idea of what the debts of the Estate are as well.

    That way, you can better understand what may be left for the family.

    When looking at an inventory, it is important to see what property was in the Estate on the date of death, as well as what is in the Estate now.

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    That way, you can see any changes that have occurred and determine if there is anything to be concerned about.

    “Would you send me your plan for the Estate?”

    questions to ask a representative

    In addition, you will want to ask the Personal Representative details about their plan for the Estate.

    ● What property will be sold?
    ● What will be kept?
    ● What is the plan for personal property and sentimental items?

    By having these simple pieces of information, you can better understand what the Estate has and where it is headed.

    If the Personal Representative refuses to provide this information, then that is cause for concern and there are legal ways to obtain the information.

    Please call our office for help in those situations.
    Next Steps:

    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 estate 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.

    ask a representative


    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.

    About the author

    Erik J. Broel
    Founder & ceo

    Erik founded the firm in 2009. He sees it as his personal mission to demystify the process of handling an estate or trust, and to help people by making the complex estate process simple and accessible. He believes there is always a better way to do things, and loves finding new and innovative ways to deliver better, more effective service that solves the client’s key problem or issue, and improves the client’s life.

    More about Erik
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