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Home » Personal Representative

The Sandwich Generation: How to manage if you find yourself here

Posted on May 26, 2021

Did you know that a staggering 47% of adults in their 40s/50s are providing care to a parent 65 + years old while also raising their own small child or helping to support their young adult child? This increasingly common group has been coined the “sandwich generation” to describe adult children who...

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Guideposts Article: Kate Mulgrew’s Toughest Role: Alzheimer’s Caregiver

Posted on March 23, 2021

The Star Trek: Voyager actress spent nine years caring for her beloved mother as she dealt with the debilitating disease.

by Kate Mulgrew

“Kitten,” my mother said to me one day, “you should be my mother.”

I was all of 14 years old, the oldest girl...

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Preparing Your Estate Documents for Your Personal Representative

Posted on March 4, 2021

One of the greatest gifts you can provide for your loved ones is careful planning and organization of your estate documents in preparation for your passing. During a time of grief, it can be incredibly stressful for your personal representative (also known as executor) to identify and locate...

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The Probate Process and the Role of Personal Representative

Posted on February 23, 2021

Probate is the court-supervised process of verifying a last will and testament if the deceased made one. The process includes:

locating and determining the value of the person's assets paying their final bills and taxes distributing the remainder of the estate to their...
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Webinar: 5 Foundational Documents Every Adult Should Have

Posted on June 3, 2020

Click below to register to the time slot of your choice:

11:00 am Session https://bit.ly/2Xgj7uB
6:30 pm Session https://bit.ly/36SVRpT

What is Probate and the Role of a Personal Representative (Executor) in Massachusetts

Posted on May 14, 2020

So, you have been named as the Personal Presentative (Executor) of a deceased person’s estate.  The responsibility is not one to be taken lightly.  It is encouraged to seek advice from a qualified probate attorney.  This article will provide a basic explanation of the probate process and the role and responsibilities of...

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Recent Posts

  • Pivotal Life Moments are Key to Reviewing Your Estate Plan
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  • Exempt Assets and Countable Assets: What Can you Keep and What is at Risk?
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  • Estate Planning for LGBTQ Families

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  • Home
  • Practice Areas
    • Estate Planning
      • Estate Planning Overview
      • Advantages to Working with an Attorney Instead of Online Services
      • Estate Planning with Alzheimer’s
      • Estate Planning for Single Seniors
      • Estate Planning in Your 30s and 40s
      • Estate Planning For a Young Family
      • Foundational Estate Planning Documents
        • Living Wills
        • Kids Protection Plan
        • Powers of Attorney
        • Irrevocable Trusts vs. Revocable Trusts
      • The Difference Between Executor, Trustee & Guardian
      • Naming a Guardian for Your Child
      • SECURE Act & Estate Planning
      • Special Needs Trusts
      • Virtual Estate Planning
      • What Is the Silver Tsunami?
      • Importance of Assigning Beneficiaries on Qualified Assets
      • Importance of Updating Beneficiaries
      • Challenges with Assigning Beneficiaries
      • What the COVID-19 Pandemic Has Taught Us About Estate Planning
    • Probate
    • Trust Administration
    • Elder Law
      • Elder Law Overview
      • Medicaid Planning
      • MassHealth Community Based Services Frail Elder Waiver
      • Care Planning Questions
      • Long Term Care Planning
      • Planning For Myself
      • Incapacity Planning
      • How To Assess the Situation with Your Senior Relative
      • Reasons to Hire a Certified Elder Law Attorney
      • Reasons to Hire a MassHealth Planning Attorney
      • New Options for Southeastern Massachusetts Long-Term Care Insurance
    • Special Needs Planning
    • Estate Tax Planning
    • Charitable Planning
    • Business Succession Planning
      • Business Succession Planning Overview
      • CARES Act
    • Asset Protection
      • Asset Protection Overview
      • Rules of Asset Protection
      • Preserving Your Assets with Trusts
  • About Us
    • About Us Overview
    • Our Process
    • COVID-19 Office Precautions
    • Attorneys
      • Daniel Surprenant, Esq., CELA
      • Michelle Beneski, Esq., CELA, LLM Taxation
      • Erin L. Nunes, Esq.
      • Rebecca S. Spinner, Esq.
      • Wendy W. Weston, Esq.
      • Robert Surprenant, Esq., Of Counsel
    • Support Staff
      • Ashley Algarvio
      • Cassandra Botelho
      • Christa Silvieus
      • Cierra Storbeck
      • Dulce Esteves
      • Fiorella Vance
      • Justine Marino
      • Karen Leary
      • Kimberly DeMontigny
      • Melinda Santos
      • Penny Berryman
      • Silvia Sales
      • Taylor Dubois
  • Events
    • View All Events
  • Resources
    • Resources Overview
    • Estate Planning Articles
    • Glossary
    • Newsletter Subscription
    • Blog
    • FAQs
    • Video FAQs
    • Resources in the Community
    • Our Books
    • Guides
      • Guide To Handling Coronavirus for Loved Ones
      • A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
      • A Guide To Incapacity Planning
      • Talking To Your Parents About Estate Planning
      • Funeral Planning Guide (Off-Site)
  • New Clients
    • Let’s Get Started With Estate Planning
    • The Value of Our Services
    • What To Expect When Working With Us
    • Becoming a Client
    • Request a Consultation with Surprenant & Beneski, P.C.
    • Resources for Professional Advisors
    • Testimonials
  • Contact Us
    • Contact Information
    • Cape Cod Location
    • New Bedford Location
    • Easton Location
    • Hyannis Location
    • Southeastern Massachusetts Location
    • Careers
×
  • Home
  • Practice Areas
    • Estate Planning
      • Estate Planning Overview
      • Advantages to Working with an Attorney Instead of Online Services
      • Estate Planning with Alzheimer’s
      • Estate Planning for Single Seniors
      • Estate Planning in Your 30s and 40s
      • Estate Planning For a Young Family
      • Foundational Estate Planning Documents
        • Living Wills
        • Kids Protection Plan
        • Powers of Attorney
        • Irrevocable Trusts vs. Revocable Trusts
      • The Difference Between Executor, Trustee & Guardian
      • Naming a Guardian for Your Child
      • SECURE Act & Estate Planning
      • Special Needs Trusts
      • Virtual Estate Planning
      • What Is the Silver Tsunami?
      • Importance of Assigning Beneficiaries on Qualified Assets
      • Importance of Updating Beneficiaries
      • Challenges with Assigning Beneficiaries
      • What the COVID-19 Pandemic Has Taught Us About Estate Planning
    • Probate
    • Trust Administration
    • Elder Law
      • Elder Law Overview
      • Medicaid Planning
      • MassHealth Community Based Services Frail Elder Waiver
      • Care Planning Questions
      • Long Term Care Planning
      • Planning For Myself
      • Incapacity Planning
      • How To Assess the Situation with Your Senior Relative
      • Reasons to Hire a Certified Elder Law Attorney
      • Reasons to Hire a MassHealth Planning Attorney
      • New Options for Southeastern Massachusetts Long-Term Care Insurance
    • Special Needs Planning
    • Estate Tax Planning
    • Charitable Planning
    • Business Succession Planning
      • Business Succession Planning Overview
      • CARES Act
    • Asset Protection
      • Asset Protection Overview
      • Rules of Asset Protection
      • Preserving Your Assets with Trusts
  • About Us
    • About Us Overview
    • Our Process
    • COVID-19 Office Precautions
    • Attorneys
      • Daniel Surprenant, Esq., CELA
      • Michelle Beneski, Esq., CELA, LLM Taxation
      • Erin L. Nunes, Esq.
      • Rebecca S. Spinner, Esq.
      • Wendy W. Weston, Esq.
      • Robert Surprenant, Esq., Of Counsel
    • Support Staff
      • Ashley Algarvio
      • Cassandra Botelho
      • Christa Silvieus
      • Cierra Storbeck
      • Dulce Esteves
      • Fiorella Vance
      • Justine Marino
      • Karen Leary
      • Kimberly DeMontigny
      • Melinda Santos
      • Penny Berryman
      • Silvia Sales
      • Taylor Dubois
  • Events
    • View All Events
  • Resources
    • Resources Overview
    • Estate Planning Articles
    • Glossary
    • Newsletter Subscription
    • Blog
    • FAQs
    • Video FAQs
    • Resources in the Community
    • Our Books
    • Guides
      • Guide To Handling Coronavirus for Loved Ones
      • A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
      • A Guide To Incapacity Planning
      • Talking To Your Parents About Estate Planning
      • Funeral Planning Guide (Off-Site)
  • New Clients
    • Let’s Get Started With Estate Planning
    • The Value of Our Services
    • What To Expect When Working With Us
    • Becoming a Client
    • Request a Consultation with Surprenant & Beneski, P.C.
    • Resources for Professional Advisors
    • Testimonials
  • Contact Us
    • Contact Information
    • Cape Cod Location
    • New Bedford Location
    • Easton Location
    • Hyannis Location
    • Southeastern Massachusetts Location
    • Careers