Once you appoint someone to serve as the personal representative over your Florida estate, there are certain things you need to tell this person so that he or she is able to do the job well. Serving as someone’s personal representative is often daunting, so the clearer you are about your expectations and the responsibilities involved in the job, the better.
AARP notes that it is important that you take the time to make your personal representative aware of the following.
1. Where your will is
Your personal representative should know where to find the original copy of your will. If it is in a safe or an online file or folder, make sure your personal representative knows where to find the will – and how to access it. Try to avoid placing it in a safe-deposit box your representative may have trouble accessing.
You may also want to leave your important passwords together in some type of file or folder for your future personal representative to access. Include passwords associated with your computer, cellphone and so on. Also, you do not need to give your representative this sensitive information while you are still living. However, he or she should know where to find it in the event of your death.
3. Who to tell
There may be other individuals or groups outside of your family and close social circle who should know when you die. Make sure your personal representative knows who these individuals or groups are and how to contact them.
The more you spell out ahead of time about your after-death wishes, the easier the job should be for your personal representative.