Peter E. Grosskopf, Attorney at Law
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OFFICE HOURS Monday - Thursday 8:00am to 5:00pm Friday 8:00am to 12:00pm
(Closed for lunch from noon to 1pm)
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MESSAGE FROM OUR OFFICE:
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
- Gather information and take to attorney regarding: Heirs and Beneficiaries, Debts, Medical: Assets, Real Estate, Titles, Personal Property, Stocks and Bonds, and Insurance.
- Post bond, if required by the Court. Check with the attorney to see if this is required.
- Deliver all Insurance policies to the agent or company so that the beneficiaries will receive the proceeds from the policy as soon as possible.
- We recommend that all questions regarding the probate proceedings be funneled through the personal representative so there will not be a repetition of questions.
- Start Bank Accounts
- Maintain Property.
- Keep a complete listing of any of your own expenses, such a mileage, long distance phone calls, etc.
- Determine if the deceased had a safe deposit box and where held.
- Furnish the attorney with the social security number of the deceased and a copy of the last income tax return of the deceased.
- Maintain a complete and precise bookkeeping system of ALL income received and ALL expenses incurred during the course of the probate proceedings.
- 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.
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