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The Participants and the Proper Court

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1 The Participants and the Proper Court
Chapter 7

2 The Participants Personal Representative Attorney Paralegal
Probate Court Registrar Clerk or Court Administrator

3 Personal Representative
A person or corporate institution that administers the estate of a decedent A position of trust and loyalty Fiduciary duty Must act in good faith on behalf of the estate

4 Personal Representative Requirements
Letters Testamentary OR Letters of Administration Bond or surety often is not required

5 Attorney Represents the estate
Does not represent the heirs or beneficiaries Acts as legal adviser for the estate

6 Paralegal Acts under the direction and supervision of the attorney
Drafting of documents Data collection Client contact Cannot give legal advice Follows up on procedural issues

7 Probate Court Jurisdiction
Ensures that the executor properly administers the estate by paying creditors with valid claims paying taxes due distributing gifts to heirs or beneficiaries

8 Probate Procedure by which a document is presented to a court to confirm that it is a valid will The court may oversee distribution and payments of an estate

9 Probate Proceedings Process of distribution of the estate’s assets and liabilities

10 Will Contest Litigation challenging the validity of a will

11 Jurisdiction The authority of a court to hear and decide on a certain kind of case and have its decision enforced Will contests and probate are heard by courts of general jurisdiction Compare to venue

12 Venue The particular place where a court having authority may hear and decide a case

13 Domicile The legal home where a person has a true, fixed, and permanent place of dwelling Compare with residence

14 Residence A temporary place of dwelling

15 In Rem Jurisdiction Jurisdiction over property

16 Ancillary Jurisdiction
Additional administration used to dispose of and distribute that portion of a decedent's estate located in a state other than the decedent's domiciliary state


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