Zihmer Law Firm - July 2025

Who’s in Charge When You’re Gone? UNDERSTANDING THE EXECUTOR’S ROLE

When you think about estate planning, a Will or a Trust is likely the first thing that comes to mind. These are the documents that outline who gets what after someone passes away. They are definitely important, but someone has to make sure that everything in those documents is carried out. That’s where an executor comes in. The executor is the person named in your Will to fulfill your wishes. It’s an important and sometimes demanding role that can take months — or even years — to finish. So, what does an executor actually do? To start, they gather and protect your assets. This typically requires tracking down documents and securing financial accounts. It might also mean managing real estate and other investments and listing and valuing personal property. Another major task is figuring out what debts and taxes are owed and making sure those are paid before anything goes to the listed beneficiaries. Debts may include everything from mortgages and medical bills to

lines of credit and funeral and burial expenses. Sometimes, the executor will have to sell property to settle these debts.

Once they handle all the legal and financial tasks, including filing paperwork with the court, the executor can get started distributing the remaining assets according to the Will. Executors are the beneficiaries’ point of contact. They answer questions, share updates, and keep everything moving. That means they sometimes have to handle disagreements as well. Pennsylvania law generally allows anyone over 18 to serve as an executor. Most are family members of the deceased, typically a spouse, child, or sibling. While it’s natural to choose family for this role, a few traits make for an effective executor. Of course, you want someone you trust, but you also want someone who is organized, detail-oriented, and able to manage conflict. You can make your executor’s job much easier by having all your paperwork in order and ensuring your family understands your wishes. If you need to create or update your estate plan, we’re here to help. We can ensure fewer delays, fewer headaches, and a smoother process for everyone involved.

Inspired by CooktopCove.com

Garlic Parmesan Shrimp Ingredients • 3 tbsp olive oil • 4 cloves garlic, minced • 1/2 cup grated Parmesan cheese • 1 tsp Italian seasoning • 1/2 tsp salt

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• 1/2 tsp black pepper • 1 pound large shrimp, peeled and deveined • 2 tbsp chopped fresh parsley • Juice of 1 lemon

Directions 1. Preheat oven to 400 F. 2. In a bowl, combine olive oil, garlic, Parmesan cheese, Italian seasoning, salt, and pepper. 3. Add shrimp to the bowl and toss until fully coated. 4. Arrange the shrimp in a single layer on a baking sheet. 5. Roast in the oven for 7–9 minutes or until the shrimp are pink and slightly golden. 6. Remove from the oven and sprinkle with chopped parsley and fresh lemon juice before serving.

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