Disclaimer: This article provides general information about Wisconsin law and is not legal advice.
Detailed Answer
1. Initial Notice to Heirs and Distributees
Within 60 days after receiving letters testamentary or of administration, a personal representative must mail a notice of probate or a copy of the petition to every known distributee. The representative then files a certificate of mailing with the court. This step ensures heirs know the estate is open and understand their right to participate. (Wis. Stat. §859.11)
2. Inventory and Appraisals
The representative must file a complete inventory of estate assets within 60 days of appointment. The inventory lists property and its appraised value, giving heirs an accurate picture of the estate’s size and contents. (Wis. Stat. §859.13)
3. Accountings and Reports
Heirs may request information and copies of financial transactions. The representative must provide accountings upon court order or demand. At closing, a final account details all receipts, disbursements and distributions. (Wis. Stat. §859.25)
4. Distribution of Assets
Before distributing assets, the representative must satisfy valid debts, expenses and taxes. They provide heirs a distribution proposal, including asset lists and value breakdowns. Once approved, the representative transfers property under court authorization or summary procedures. (Wis. Stat. §859.20)
5. Ongoing Duties and Communication
The representative owes a fiduciary duty to all heirs. They must handle estate funds separately, invest prudently and respond to reasonable heir inquiries about administration status, legal proceedings and estate management decisions.
Helpful Hints
- Keep copies of all notices, mailings and court filings.
- Ask the personal representative for regular status updates.
- Review the filed inventory to identify property you expect to inherit.
- Request a copy of the final accounting before distributions occur.
- Consider consulting an attorney if you suspect mismanagement or conflicts.