How Vermont Courts Decide Who Becomes an Estate Administrator
Not legal advice. This article explains general Vermont probate practice to help you understand when to consult an attorney.
Detailed answer
When a person dies without a will (or when an appointed executor cannot serve), the Vermont Probate Court appoints an administrator (also called a personal representative) to manage the decedent’s estate. The court’s decision usually follows statutory priorities, but judges also consider practical and suitability factors to protect the estate and its beneficiaries.
Statutory priority and procedure
Vermont’s probate statutes establish who has priority to serve as a personal representative. The court usually follows that order unless there is good cause to appoint someone else. For full statutory text and procedures, see the Vermont statutes governing probate (Title 14): https://legislature.vermont.gov/statutes/title/14.
Common factors the court will consider
- Statutory priority among relatives and interested parties. Surviving spouse, adult children, and other next-of-kin generally have priority. If multiple people with equal priority apply, the court decides among them.
- Willingness to act. The proposed administrator must be willing to take on the duties and responsibilities involved in administering the estate.
- Capacity and competence. The court looks for someone mentally and physically able to manage estate tasks. This includes basic financial literacy, organizational ability, and ability to respond to court deadlines and creditor claims.
- Integrity and trustworthiness. Evidence of honesty is important. Felony convictions involving dishonesty or fraud, a recent pattern of financial abuse, or a history of mismanagement can disqualify a candidate.
- Conflict of interest. The court evaluates whether the proposed administrator’s personal or business interests conflict with the duty to act impartially for all beneficiaries and creditors. For example, a person who stands to gain personally from a particular transaction may be less likely to be appointed without safeguards.
- Residency and availability. While out-of-state persons can serve, practical concerns such as geographic distance, local knowledge, and availability for court appearances matter. The court may demand a local co-representative or an agent for service if the administrator lives out of state.
- Bond and financial responsibility. The court may require the administrator to post a surety bond to protect the estate against mismanagement. The applicant’s credit, ability to obtain a bond, or whether the will waives bond will affect the appointment.
- Prior or pending litigation and disputes. If the candidate is involved in litigation against the estate or has serious disputes with other heirs, the court may decline to appoint that person or may appoint a neutral third party instead.
- Relationships with beneficiaries and creditors. The court assesses whether the appointee can act impartially and communicate effectively with beneficiaries, creditors, and the court.
- Experience or professional qualifications (where relevant). Sometimes a professional fiduciary, attorney, or bank is preferable—especially for complex estates—because of expertise in tax filings, asset management, or commercial property.
- Protective needs of the estate. If the estate contains vulnerable assets (businesses, environmental liabilities, real estate with title issues), the court may favor a conservator, corporate fiduciary, or appoint a temporary administrator while it investigates.
- Creditors’ rights and expediency. The court balances speedy appointment so the administrator can give proper notice to creditors, collect assets, and preserve value for distribution.
Temporary and ancillary appointments
The court can appoint a temporary administrator when immediate action is needed to protect assets (for example, to secure property or collect time-sensitive income). If assets are located in Vermont but the decedent lived elsewhere, Vermont can appoint an ancillary administrator to handle Vermont-located property.
How the appointment process typically works
- An interested person files a petition with the Vermont Probate Court in the county where the decedent lived or where property is located.
- The court gives notice to interested parties and may schedule a hearing.
- The court evaluates statutory priority, the fitness of applicants, any objections, and whether a bond or other safeguards are required.
- If appointed, the court issues letters of administration (or letters testamentary if there is a will) and the administrator takes an oath and posts bond if required.
When the court may refuse to appoint someone
The court can refuse appointment or remove an appointed administrator if evidence shows incompetence, dishonesty, conflict of interest, neglect of duties, criminal convictions relevant to fiduciary responsibilities, or inability to obtain required bond. In contested situations, the court may appoint a neutral professional or corporate fiduciary until disputes resolve.
Where to find the rules and forms
Vermont’s probate statutes and probate court pages provide forms, local rules, and instructions. Start with the Vermont Legislature’s Title 14 (probate) and the Vermont Judiciary probate pages: Vermont Statutes, Title 14 and Vermont Judiciary.
Helpful Hints
- If you want to be an administrator, gather: the decedent’s death certificate, list of assets, contact info for heirs, and any will. This helps the court evaluate your petition quickly.
- Be ready to explain any criminal history, financial problems, or ongoing disputes—transparency helps the court decide fairly.
- If you live outside Vermont but assets are in Vermont, consider appointing a local co-administrator or agent for service.
- Ask whether the will waives bond; a waiver can speed appointment and avoid the cost of surety insurance.
- If multiple family members want to serve and cannot agree, consider asking the court to appoint a neutral professional to avoid family conflict consuming estate assets.
- Contact the probate court clerk early to learn local filing requirements, fees, and hearing schedules for your county.
- If the estate is complex (business interests, tax problems, environmental liabilities), consult an attorney experienced in Vermont probate to protect estate value and limit personal exposure.
- If you are a creditor or beneficiary concerned about an appointment, you can file an objection and ask the court to consider alternatives or conditions (like bond or supervision).