When creating a will, one of the most important decisions you’ll make is choosing your personal representative. This isn’t just a legal formality; it’s a decision that can shape everything that happens after you’re gone.
Your personal representative will be in charge of administering your estate and carrying out your final wishes during probate. The right person can ease the burden on your loved ones and help ensure everything is done right.
Who qualifies to serve?
Maryland law is fairly open about who you can choose as your personal representative. However, there are a few rules. For instance, the person you appoint must be at least 18 years old, mentally competent and have no serious criminal convictions. While they don’t have to live in the state, having someone familiar with local laws or who can easily appear in court if required can help prevent unnecessary delays.
Look out for these qualities
Your personal representative should be someone you trust to stay organized, communicate clearly and follow through on their responsibilities. They’ll need to manage paperwork, deal with financial institutions and possibly coordinate with the court or attorneys representing beneficiaries or creditors.
Emotional steadiness also matters. This role often unfolds during a time of grief when emotions run high, and having someone who can remain calm and focused is advisable. Choose someone capable, willing and ready to act in your best interests.
Have a backup plan
Life changes. People move, fall ill or simply decline the role. You don’t want that to happen when your loved ones are already dealing with a difficult situation. That’s why it’s wise to name an alternate personal representative in your will. It can help ensure your estate is handled by someone you trust in case your first choice is unavailable.
Make an informed decision
If your estate is complex or you’re unsure of who to pick as your personal representative, seek qualified legal guidance to understand your options and make a choice that fits your situation. It’s a simple step that can make things much easier for your loved ones later on and help to protect your legacy as well.
