# Executrix for a will; questions

**URL:** <https://boards.straightdope.com/t/executrix-for-a-will-questions/983895>\
**Category:** In My Humble Opinion\
**Created:** [May 11, 2023, 2:50pm UTC](https://boards.straightdope.com/t/executrix-for-a-will-questions/983895 "2023-05-11T14:50:18Z")\
**Posts on this page:** 2\
**Page:** 2

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**Author:** ![Dereknocue67](https://avatars.discourse-cdn.com/v4/letter/d/6de8d8/32.png) [@Dereknocue67](https://boards.straightdope.com/u/Dereknocue67)\
**Post date:** [May 12, 2023, 8:02am UTC](https://boards.straightdope.com/t/executrix-for-a-will-questions/983895/21 "2023-05-12T08:02:00Z")

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I was Executor for my mother’s estate in Virginia. My duties involved accounting for all assets/debts and demonstrating how they were distributed and/or settled. I also had to show I followed the Will and satisfied the named beneficiaries. I used Excel to keep a record of all financial matters supported with receipts/bills. Withing one year, I was required to submit a full accounting to Probate which was done with no issues.

One of the first things I did was set up a checking account as, “The Estate of (deceased’s name)’ transferring all monetary assets into it and this account was used for all distributions. I arranged for the sale of the home and held an Estate Sale to address the contents. As Executor, I was entitled to 5% of the entire Estate which I did not take as the Will listed myself and my brothers as beneficiaries. Prior to the Estate Sale, my brothers and I agreed on what household items we each wanted.

It was an involved process and adequate record keeping is a must. My ultimate goal was to bring all assets of the Estate down to zero prior to submitting my accounting to Probate.

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**Author:** ![kayaker](https://sea3.discourse-cdn.com/straightdope/user_avatar/boards.straightdope.com/kayaker/32/441_2.png) [@kayaker](https://boards.straightdope.com/u/kayaker)\
**Post date:** [May 17, 2023, 5:12pm UTC](https://boards.straightdope.com/t/executrix-for-a-will-questions/983895/22 "2023-05-17T17:12:09Z")

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Thanks for the advice. Things have progressed nicely. My gf now has a lawyer and has signed papers at the register of wills. The lawyer explained that in Pennsylvania she will get a set percentage of the estate (other than insurance policies and something else).

There was also some hilarious moments. Her aunt had a wheelchair that collapsed to fit in the car trunk. I was able to open and close it easily, but anyone else would fail miserable. She eventually said that I was the only one allowed to touch her chair. She left the wheelchair to me in her will, which had everyone laughing. I donated the chair to a food/supply pantry that she supported.

ETA: so far the only difficult people to deal with has been the cable company! We returned their stuff, and that should have been it, but they dragged their feet horribly.

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