Duties of an Executor in California – Responsibilities & Checklist
Being named as the executor of an estate is an important legal responsibility. The role requires careful attention to California probate laws, diligent organization, and often, legal support. At Newman Law Group, we guide clients across California —from Tustin to Sacramento and beyond—through every step of probate with clarity and care.
What Does an Executor Actually Do?
The executor of a will in California is responsible for carrying out the wishes of the deceased as expressed in their last will and testament. But the title comes with more than ceremonial weight—it involves legal, financial, and administrative duties.
Key responsibilities include:
- Locating and securing all assets of the estate
- Filing the will with the Orange County Probate Court
- Notifying heirs, beneficiaries, and known creditors
- Maintaining property and managing assets during probate
- Paying debts, taxes, and administrative expenses
- Providing a full accounting to the court and beneficiaries
- Distributing assets in accordance with the will (after court approval)
Probate often takes 9–18 months, and missteps can lead to personal liability. We help ensure that doesn’t happen.
What Every Executor Should Know
Fiduciary Duty
Executors are legally bound to act in the best interest of the estate and its beneficiaries.
Time Commitment
Managing an estate requires court deadlines, communication with parties, and detailed administrative work.
Legal Risk
Mistakes like early distribution or unpaid taxes can lead to personal liability. Legal guidance reduces that risk.
Frequently Asked Questions
What happens if there are unpaid debts?
The estate must pay valid debts before distributing assets. We help ensure claims are properly handled.
Can I get paid for serving as executor?
Yes. California law allows reasonable compensation, often based on estate value.
Am I personally responsible for taxes or debts?
Not if you fulfill your duties properly. Legal guidance helps avoid missteps that could lead to liability.
What if I live out of state?
You can still serve, but added paperwork may apply. We make the process manageable remotely.
What if a beneficiary challenges the will?
We assist in resolving disputes and defending the validity of the estate plan when needed.
Executor Support When You Need It Most
You Don’t Have to Navigate Probate Alone
Taking on the role of executor is a generous act of service, but you don’t need to do it alone. Newman Law Group supports executors with practical legal guidance at every step—so you can feel confident, compliant, and in control.
