Cincinnati Investment Planning and Other Videos

How do I marshal assets as executor (personal representative) or administrator of a will?

Category:

certified financial planning

How do I marshal assets as executor (personal representative) or administrator of a will?

Question: How do I marshal assets as executor (personal representative) or administrator of a will?

Answer: As the executor of the will, the executor is charged with marshaling the assets which means gathering the assets, identifying the assets, making sure that all assets that are owned by the decedent are identified, properly secured, insured, and then make sure that they are reported to the probate court and administered under the terms of the will or the laws of intestacy.


« Return to Video Lobby

Accountant