Legal Question in Wills and Trusts in Indiana
Personal Representative Requirements
My father recently passed away and in his will left his ''estate'' to his sister, we went to the lawyer and she did a disclaimer on the will and the we have to go to a judge to have my be an unsupervised personal representative
I am a 24 year old with no felonies. What are other things that may be considered?
1 Answer from Attorneys
Re: Personal Representative Requirements
There is a statutory preference for appointment of a personal representative, starting with the person named in the will, then persons nominated by the named executor, family members and so on. A person who is going to be appointed personal representative by the Judge must also be qualified. A Judge looks not only at your age (you must be 18 or over) and your relationship to the decedent, and your conviction record, but also will want to know what you do for a living, whether you have a bank account or some sort of experience in business or familiarity with the decedent's affairs.
There are no really strenuous requirements other than a knack for honesty, fair dealing and ability to ask your attorney questions when you don't understand what you need to do.