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Extension > Family > Financial Capability > Who Gets Grandma's Yellow Pie Plate?™ > Are You Prepared to Transfer the Yellow Pie Plate? > Quiz for a Personal Representative/Executor

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Are You Prepared to Transfer the Yellow Pie Plate?

Quiz for a Personal Representative/Executor

Marlene S. Stum, Extension Specialist and Professor — Family Social Science

Reviewed February 2012 by the author.

mom and daughter

When someone prepares a will, they will often appoint a person to represent them after their death. This role is called a "personal representative" or "executor." Family members, especially adult children, are often appointed as the personal representative or executor.

If you know you have been (or expect to be) appointed as a personal representative or executor, how do you know if you are prepared to carry out the instructions in the will and assist in settling the estate? Here's a quiz to help you think about the challenges you may be facing regarding personal possessions.

Which of the following statements apply to you?

The will I am responsible for contains no specific instructions about personal belongings, or just a general statement such as "Divide my personal possessions equally among my children."

I know verbal promises have been made and there are expectations about who will get what, but no specific plans have been put in writing and referred to in the will.

I know there are important keepsakes or family heirlooms in the estate, but no discussion has taken place and no plans have been made for these items.

I expect disagreements about who should get what.

Family and friends may not respect the deceased person's wishes that I am responsible for carrying out.

I'm not sure how to make fair decisions about belongings.

I will need more information about different strategies for passing on belongings.

My siblings (or other family members) may resent that I was named executor and question my motives or actions.

Understanding Your Results

These concerns and challenges are very common among personal representatives or executors, especially when the appointed person is an adult child of the deceased. If you've checked one or more of the statements above, you are not alone. You can benefit from learning more about passing on personal possessions. See the Resources for Families or take another quiz.

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