Tag Archives: personal representative

Can a will be kept private?

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In most cases, the answer is no.  When a person’s estate is being settled thru the will they prepared, it is usually public record.  To keep estate plans secret, they need to be contained in a trust document, not just a will.

However, in the case of Harper Lee, the author of To Kill a Mockingbird, an exception has been made.  A probate judge in Alabama where she died signed an order for the will to be sealed after a request from attorneys for Miss Lee’s personal representative.  Her family agreed to the request.

She died in February 2016 at the age of 89 and had always been a person who highly valued her privacy.

The release if the ruling from the judge came after there was a “threat of public intrusion and harassment for Lee’s heirs”.

You are probably not a famous author and will not be granted an exception by a probate judge.  Therefore, you need to carefully consider whether it is important to you to keep your estate plans within your family or whether it’s okay for them to be public record.

Regardless of what you decide, go to our website www.diesmart.com to get helpful tips about estate planning and other things related to end of life matters.

 

When Someone Dies

Whether it is expected, or whether it is not, the list of things to do when someone dies can be overwhelming.   Perhaps even more overwhelming is understanding the rules and regulations that manage the disposition of the body and the management of the deceased’s financial affairs.

Advanced planning made such a difference for myself and my family..

Advanced planning made such a difference for myself and my family..

WHAT DO YOU DO NEXT?

When a person dies, someone assumes the legal authority to manage their “estate.” The term “estate” is the legal word used to collectively describe all the assets (property) and liabilities of the deceased.   The person in charge of managing the estate can be the Executor, a Successor Trustee, or a representative appointed by the probate court.   For small estates, it could be a family member.

It’s not an easy task. It is a job where state laws determine what paperwork and procedures are required and who has the authority to initiate the paperwork. It is not a job we are taught to perform in school, but a job most of us will do when our parents or our spouse die.

These resources can help the estate representative and family members identify what must be done when someone dies: