user image

Tonya & Tom Byrd

Realtors® | Serving Greater Atlanta Area| Probate & Senior Advocate

Your Complete Guide to Fiduciary Duties

Your Complete Guide to Fiduciary Duties

You just became an executor or administrator. But what exactly are your duties?

Being named executor or administrator is an honor—and a significant responsibility. You're now the person legally responsible for managing the entire estate. But most people step into this role without knowing where to begin or what their actual obligations are.

The last thing you need is to miss a deadline, overlook a requirement, or make a decision that puts you at legal or financial risk.

This free guide outlines every duty and responsibility you have as an executor or administrator—from the moment you're appointed through final distribution. No surprises. No guesswork.

Inside, you'll discover:

✓ What you must do before probate is even filed

✓ How to safeguard and inventory assets

✓ Tax obligations and deadlines

✓ How to handle creditor claims

✓ When and how to petition for probate

✓ What happens at each stage of the process

✓ How to distribute assets correctly

✓ How to get your final discharge and close the estate

Think of this as your job description. It lays out every duty, in order, so you know exactly what's expected of you and when.

Download it now and step into your role with clarity and confidence.

By filling out the form below, you agree to our Terms Of Use and acknowledge your personal information will be handled in accordance with our Privacy Policy.

By filling out the form below, you agree that a Keller Williams® agent may contact you at the telephone number you provided, even if your number is on a federal, state, or internal Do Not Call list, and may send marketing calls and texts to you using an automated system for selection or dialing of numbers or pre-recorded or artificial voice messages that relate to real estate products or services. Your consent is not required to purchase products or services. You may unsubscribe at any time, including by replying "STOP" at anytime.

A Checklist Of Your Duties For The Estate

Phone Number
Select country