STUDY GUIDE

1. A personal representative is a fiduciary. What does that mean?

2. Who may act as a personal representative?

3. Why is a personal representative sometimes called anexecutoror anadministrator?

5. Summarize the duties of a personal representative.

6. What are three ethical problems an attorney and paralegal face when drafting a client's will?

7. What are the general duties a paralegal may perform concerning wills, trusts, and estate administration?

10. Why are the termsprobateandprobate proceedingsoften confused? Explain.

11. Are domicile and venue the same thing? Explain.

12. When is an ancillary administration necessary and what is its purpose?

13. Who is authorized to act as an ancillary administrator in New York State?