COVID-19 UPDATE: The Estate Plan uses state-of-the-art technology to service local and remote clients. We are able to meet with you or completely handle your case electronically. Please contact us for more details.
Justia Lawyer Rating
AV Preeminent 2019
Super Lawyers - Matthew
AVVO - Client's Choice Award 2019
Super Lawyers Rasing Star
AVVO - Reviews
badge - expertise, best probate attorneys in miami beach, 2021
2021 Honoree Law Firm 500

Naming a Personal Representative

Naming your personal representative is a really important decision because they're going to be the ones who stand in your shoes and take over as you. So think about some of the characteristics of a really great person that you know that is effective, a leader, good at working with other people, and are goal-oriented. That's the kind of person that you want. They also should be decent with technology as well because they may have to monitor your emails and online accounts, in addition to your regular mail, so pick someone that’s organized and technologically capable. Next, you want to make sure that they're legally capable. When you name that person they cannot have ever been convicted of a felony, they have to be mentally and physically capable, and they have to be over the age of 18. Finally, just consider the practicality and logistics of everything. Where are they located? Ideally, they’re local and can visit properties, professionals and beneficiaries, so naming someone across the country might not work well. If you’re naming a family member, make sure that they're not going to have conflicts or rifts and that the’re diplomatic with other members of the family. Last, you can choose whether to name one person or multiple personal representatives to act on your behalf.

Client Reviews
Matt helped me resolve my case and was very efficient. I would recommend him to everyone. He made dealing with my case easy and understandable. Anonymous
The team at The Estate Plan was very knowledgeable in resolving my family’s probate case. Matt’s personalized approach was very helpful in my family’s time of need. Matt took the time to explain every process to us and made sure that we understood every action that was taken. Overall, our experience with The Estate Plan and Matthew Gruber was wonderful. Anonymous
Matthew Gruber was very professional. My matter was expertly taken care of and I recommend Matthew and his team for any estate planning needs. Anonymous