What Happens the Moment Someone Dies and You’re in Charge
Being named executor of someone’s estate is an honor—but it’s also a big responsibility. And most people have no idea what to do when that time actually comes.
Step One: Secure the Original Will
The will is only valid if the original, signed version is located. If the will can’t be found—or if it’s locked in a safety deposit box—you may need court help just to start the process.
Once you have it, you’ll file the will with probate court in the county where the person lived.
Step Two: Inventory Assets
Before anything gets distributed, you’ll need to figure out what’s in the estate. That means bank accounts, property, retirement plans, personal items, and debts. Some things might pass outside the will—like joint accounts or life insurance—but it’s your job to sort that out.
Step Three: Handle Debts and Taxes
Creditors must be notified. Bills must be paid. And depending on the estate size, you may have to file final tax returns or manage disputes between heirs.
What If You Don’t Want the Job?
In Georgia, you’re allowed to decline the role. If you do, the next named person (or a court-appointed administrator) can step in. But if you’ve already taken actions as executor—like signing checks or selling property—you may be locked in.
The best thing to do? Get advice from a probate attorney before making any big moves.
