Budgeting Financial Planning Estate Planning Learn About Personal Representatives in Probate By Julie Garber Julie Garber Julie Garber is an estate planning and taxes expert with over 25 years of experience as a lawyer and trust officer. She is a vice president at BMO Harris Wealth management and a CFP. Julie has been quoted in The New York Times, the New York Post, Consumer Reports, Insurance News Net Magazine, and many other publications. learn about our editorial policies Updated on February 10, 2022 Reviewed by Thomas J. Catalano Reviewed by Thomas J. Catalano Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a variety of areas including investments, retirement, insurance, and financial planning. learn about our financial review board Share Tweet Pin Email Photo: Credit: Chris Ryan / OJO Images / Getty Images A personal representative is the individual you place in charge of settling your estate after your death, also commonly referred to as an "executor." You would name that person in your last will and testament, but the court will appoint someone to handle your final affairs if you fail to leave a will. The personal representative is typically called an "administrator" when there's no will, but the job is much the same. The duties of a personal representative can be wide-ranging, from settling the decedent's final bills and taxes to gathering and distributing assets to beneficiaries. Not everyone is up to the task. The personal executor has a fiduciary duty to act in the best interest of the decedent. Personal Representatives in Testate Estates A "testate" estate is one that includes a valid last will and testament. A will should—and usually does—name the individual the decedent would like to serve as their personal representative or executor. Courts almost invariably honor the decedent's wishes if the person named in the will is still alive and is otherwise able and willing to serve, provided they're legally allowed to do so. Note Some state courts require that a personal representative who's been named in a will petition the court for removal so that someone else can take over. That might be the case if the individual is appointed but then feels unable to handle the time-consuming challenge of settling the estate. The person named as personal representative in the will wouldn't be legally permitted to serve if they don't meet all the criteria for a personal executor under that state's law. They might have been convicted of a crime, or they might have suffered some mental decline that would prevent them from meeting their duties. Maybe they're not yet legally of age. All these circumstances would prohibit them from serving. Note Minors can't serve in this capacity, and convicted felons typically can't serve as personal representatives either. Neither can banks or trust companies that don't have fiduciary powers in the state where probate is taking place. Some states have more specific rules. For example, a person can't serve as a personal representative in Florida unless they're related to the decedent by blood or marriage, or, if not, they're a Florida resident. When Beneficiaries Object to a Personal Representative Beneficiaries or heirs have a right to contest a will and object to the personal representative the decedent named in the will. This usually results in a full-blown trial where the beneficiaries and others can present evidence and testimony to convince the judge to overturn the provisions of the will or to honor them. A judge will make the ultimate decision as to who will serve when a will is contested because of who has been named as personal representative—the personal representative named in the will or perhaps another party nominated by the beneficiaries. It might even be someone else entirely whom the judge selects, but courts usually prefer to honor the decedent's wishes whenever possible. Note These rules and laws can vary from state to state. What holds true in Florida might not be the case in New Hampshire. Check with a local attorney if you're planning your will, and you're unsure about the person you want to name as personal representative. Personal Representatives in Intestate Estates An intestate estate is one for which the decedent didn't leave a last will and testament. The intestacy laws of the state where they lived at the time of death take over in such a case and determine who can serve as personal representative. The court and state law will determine who has priority, and the position is often called the "administrator" of the estate. The surviving spouse typically has first priority, but a surviving child or children can be appointed if the spouse is unwilling or unable to take on the responsibility. The judge will work down a list of kin until someone appropriate can be appointed, such as a surviving parent, a sibling, a niece or nephew, or someone who steps forward to request the job. Typically, if the decedent's heirs-at-law—those who are entitled to inherit without a will—can agree on who should serve, the probate judge will appoint that person. The probate judge will make the decision based on state rules and statutes if the heirs-at-law don't agree or if they all waive their rights to serve. Was this page helpful? Thanks for your feedback! Tell us why! Other Submit Sources The Balance uses only high-quality sources, including peer-reviewed studies, to support the facts within our articles. Read our editorial process to learn more about how we fact-check and keep our content accurate, reliable, and trustworthy. U.S. Department of Health and Human Services. "Personal Representatives." Prince William County, Virginia. "Probate Frequently Asked Questions." The Florida Bar. "Consumer Pamphlet: Probate in Florida." Middlesex County, NJ. "Surrogate—Your Will."