Philadelphia, Pennsylvania Attorney Serving as Executor
As a lawyer with over 35 years of experience representing Philadelphia families, Alan Jay Ackerman welcomes inquiries about his role serving as executor of wills and estates. Mr. Ackerman can ensure all fiduciary duties are met throughout the probate and estate administration processes.
An executor is a trusted individual who assumes a duty of loyalty to the decedent. The executor must act in the best interest of the estate throughout the probate and estate administration process. An executor can be a family member, a close friend, a representative of a bank, an attorney or another individual or entity.
Attorney Alan Jay Ackerman has more than 35 years of experience in estate planning, estate and gift taxation, elder law, insurance, and probate administration.
He holds both a law degree and a degree in business administration, and is accredited as a Chartered Life Underwriter (CLU), Accredited Estate Planner (AEP) and Chartered Financial Consultant (ChFC).
If you are interested in speaking with Mr. Ackerman about serving as an executor or fiduciary for your estate or trust, call 215-245-2250 to schedule your consultation. You may also contact the firm by e-mail and someone will be in touch with you promptly.
The Roles and Responsibilities of an Executor in Estate Administration
An executor is tasked with handling the final affairs of an estate. While it is not a requirement that you choose an attorney for this role, it can be beneficial. Alan Jay Ackerman has significant experience both acting as an executor and advising others in the completion of their duties as executors and fiduciaries:
- Taking inventory of assets
- Contacting heirs
- Filing legal and tax documents
- Settling debts
- Distributing assets
Other fiduciary duties can involve serving as a trustee in trust administration. As with an executor, a trustee can be a family member, a close friend, a bank, a lawyer, or another individual or entity. Attorney Ackerman is available to serve as a trustee, as well.
Should a dispute arise, the law office of Alan Jay Ackerman, Esquire has the experience and resources to effectively handle the problem with the sensitivity required in these matters.
If you would like more information about Mr. Ackerman's services as an executor, please contact us and schedule a consultation.
