Being named the executor of an estate is an honor—but it’s also a significant legal responsibility. Many people don’t realize what’s involved until they’re in the middle of the process, juggling grief with unfamiliar tasks like locating beneficiaries, managing assets, paying debts, and filing court paperwork. And because executors have legal obligations under California law, mistakes can lead to serious consequences.
That’s where an experienced probate attorney from Law Offices of Terrence Fantauzzi can step in. Whether you’re preparing to begin probate or feeling overwhelmed halfway through, we can guide you through your role and ensure you meet every deadline and legal duty with confidence.
What Exactly Does an Executor Do?
As defined under California Probate Code § 8400, an executor (also called a personal representative) is legally appointed to handle the administration of a deceased person’s estate. Once the court grants you Letters of Administration, you’re officially responsible for taking control of the estate and carrying out specific duties.
These include:
- Filing the will with the court and opening the probate case
- Notifying beneficiaries and creditors
- Taking inventory of the estate’s assets, including real estate, personal property, and financial accounts
- Paying valid debts and taxes
- Managing estate property, such as maintaining real estate or handling investments during probate
- Distributing remaining assets to heirs according to the will or state intestacy laws
It’s a lot to handle—especially when you’re also dealing with the emotional toll of a loved one’s passing.
Common Pitfalls Executors Should Avoid
Probate can be complex, even with a straightforward will. Without legal guidance, many executors unintentionally make errors that delay the process or result in liability. Common mistakes include:
- Failing to notify all interested parties, leading to potential legal challenges
- Missing deadlines for filings or creditor claims
- Selling or distributing property too soon
- Improper accounting of the estate’s financial activities
- Neglecting tax obligations, which can result in IRS penalties or personal liability
An attorney from Law Offices of Terrence Fantauzzi can help you sidestep these pitfalls, protect yourself from liability, and ensure the estate is handled in accordance with California law.
When You Need Legal Help as an Executor
Some estates are relatively simple. Others are more complicated—especially when:
- There is no will (the estate must be distributed under intestacy laws)
- The will is being contested by an heir or beneficiary
- The estate involves real estate sales, business assets, or high-value accounts
- There are complex tax issues or outstanding debts
- The executor lives out of state and can’t manage the process in person
In these situations, having a probate lawyer by your side isn’t just helpful—it’s essential. At Law Offices of Terrence Fantauzzi, we handle all the legal details so you can focus on your family and peace of mind.
We’ll Guide You Every Step of the Way
From filing the initial probate petition to distributing the final assets, Law Offices of Terrence Fantauzzi offers full-service legal support for executors. We provide:
- Step-by-step guidance through the probate timeline
- Document preparation and court filings
- Communication with heirs, creditors, and tax agencies
- Representation in court if disputes arise
- Reliable advice to help you avoid delays or legal issues
With our help, you won’t have to second-guess your next move—we’ll make sure you fulfill your role legally, efficiently, and with confidence.
Let Law Offices of Terrence Fantauzzi Help You Navigate Probate
Serving as an executor is a serious responsibility—but you don’t have to face it alone. If you’ve been appointed to administer an estate in California, Law Offices of Terrence Fantauzzi is here to support you with clarity, compassion, and expert legal guidance.
Call (909) 552-1238 today to schedule a consultation and learn how we can help make the probate process smoother for you and your family.