When someone passes away in Utah, the personal representative must keep heirs informed. This section explains what information and duties the representative must provide under Utah law.
Detailed Answer
Notice of Appointment and Administration
After court appointment, the personal representative must notify heirs and other interested persons of their authority to act on behalf of the estate. This initial notice typically includes details about the decedent’s assets and the right to file claims. See Utah Code § 75-3-201.
Inventory and Appraisal
Within a reasonable time—often 90 days—the representative must identify and inventory all estate assets and provide a copy to heirs upon request. This process ensures transparency and allows heirs to understand the estate’s value. Refer to Utah Code § 75-3-305(1).
Periodic and Final Accounting
The personal representative must maintain detailed records of all receipts and disbursements. At least annually or as ordered by the court, they must file an accounting and deliver copies to heirs and other interested parties. A final accounting is required before distributing assets. See Utah Code § 75-3-305(2).
Ongoing Communication
Heirs have a right to timely updates. The representative should respond to reasonable requests for information about estate administration, claim status, and distribution timelines. Clear communication reduces disputes and delays.
Helpful Hints
- Request written copies of the inventory and appraisals early.
- Review periodic accountings and ask questions about unclear entries.
- Keep copies of all correspondence and court filings.
- Note deadlines for objecting to accountings or filing claims.
- Consult an estate attorney if the representative delays or withholds information.
Disclaimer: This article is for informational purposes only and does not constitute legal advice. For advice on your specific situation, consult a qualified attorney.