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The Participants and the Proper Court
Chapter 7
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The Participants Personal Representative Attorney Paralegal
Probate Court Registrar Clerk or Court Administrator
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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
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Personal Representative Requirements
Letters Testamentary OR Letters of Administration Bond or surety often is not required
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Attorney Represents the estate
Does not represent the heirs or beneficiaries Acts as legal adviser for the estate
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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
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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
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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
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Probate Proceedings Process of distribution of the estate’s assets and liabilities
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Will Contest Litigation challenging the validity of a will
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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
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Venue The particular place where a court having authority may hear and decide a case
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Domicile The legal home where a person has a true, fixed, and permanent place of dwelling Compare with residence
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Residence A temporary place of dwelling
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In Rem Jurisdiction Jurisdiction over property
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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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