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I was assigned to be personal representative of my friend who six months ago passed away in Maryland where I was taking care of him. He is a legal resident of Florida and I filed his Will and Death certificate in Florida. I also distrubited gifts to his children. How do i obtain a letter so I can file taxes and close out the estate legally?

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13y ago
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14y ago

The named executor in the will (or some other qualified person if the named executor will not or cannot serve) must petition the probate court for appointment as the executor. Once appointed the court will issue Letters Testamentary and the letters grant the power to settle the estate.

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12y ago

I expect that your county will have the basic process online at their web site. If not, a call to the county clerk's office will help you out. They often have a packet that contains all the necessary forms. If you have all the appropriate forms and signatures you should be all set. The bigger challenge will be if you need signatures from other family members. And some places require an attorney to assist.

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Q: How do you get obtain letter testamentary in California?
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