This newsletter is from Grosskopf Law Office, LLC | Send to Friend | Subscribe | Web Version

Peter E. Grosskopf, Attorney at Law

Monday - Thursday 8:00am to 5:00pm
Friday 8:00am to 12:00pm

(Closed for lunch from noon to 1pm)





When executing your Last Will and Testament, you will name a Personal Representative to handle your affairs after your death. Below is a brief list of the duties that the Personal Representative will perform.  Of course, an experienced Probate attorney will simplify the entire process.

Personal Representative Duties and Responsibilities

  1.  Gather information and take to attorney regarding:  Heirs and Beneficiaries, Debts, Medical: Assets, Real Estate, Titles, Personal Property, Stocks and Bonds, and Insurance. 
  2. Post bond, if required by the Court. Check with the attorney to see if this is required.
  3. Deliver all Insurance policies to the agent or company so that the beneficiaries will receive the proceeds from the policy as soon as possible.
  4. We recommend that all questions regarding the probate proceedings be funneled through the personal representative so there will not be a repetition of questions. 
  5.  Start Bank Accounts
  6. Maintain Property.
  7. Keep a complete listing of any of your own expenses, such a mileage, long distance phone calls, etc.
  8. Determine if the deceased had a safe deposit box and where held.
  9. Furnish the attorney with the social security number of the deceased and a copy of the last income tax return of the deceased.
  10. Maintain a complete and precise bookkeeping system of ALL income received and ALL expenses incurred during the course of the probate proceedings.
  11. In the event any 1099 forms or any tax forms are received by the Estate, including K-1s, dividend statements or the like, all such documents must be given to the attorney within a reasonable time of your receipt. 


If you have any questions or concerns, please call us at 715-825-6196. 

Featured Articles

August 2021

You May Be Overestimating Your Social Security Benefits
Studies have found that workers overestimate how much they will receive in Social Security benefits when they retire. Having a good understanding of the realities can help you plan...
Medicare Would Cover Dental, Vision, and Hearing Under Senate Democrats' Spending Plan
The Senate Democrats' proposal for a $3.5 trillion spending plan includes expanding Medicare to provide dental, vision, and hearing benefits. The proposal is now being negotiat...
Saying Medicaid Estate Recovery Keeps Families in Poverty, Advocacy Groups Call for Abolishing It
To qualify for Medicaid coverage of long-term care, you must satisfy very complicated financial eligibility rules—rules that often can be traps for the unwary. One of the mos...
How Much Money Can You Have and Still Qualify for Medicaid?

In order to be eligible for Medicaid benefits a nursing home resident may have no more than $2,000 in "countable" assets (the figure may be somewhat higher in some states). 

Medicaid's Home Care Waivers Can Help You Avoid a Nursing Home, But the Line May Be Long
Medicaid long-term care benefits traditionally pay mainly for nursing home care, but the federal government can grant “waivers” to states allowing them to expand Medica...

If you would like to unsubscribe and stop receiving these emails click here.