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Court of Wills, Estates & Probate

Personal Representative Duties

This information is a guide concerning the duties of the Personal Representative (also known as an Executor) of an estate. Selected deadlines that you will need to meet are also shown. You may run into other issues that require the services of an attorney.

Personal Representative Applies for Appointment
 

Probate forms available here on the web site or from the Court
 

Checklist

Download the checklist below to help guide you through the process. Selected deadlines that you will need to meet are also shown. You may run into other issues that require the services of an attorney. Feel free to check off tasks as you complete them. 

Please click here  for a downloadable, printable checklist of Personal Representative duties.

 

Helpful Contact Information

Bernalillo County Phone Numbers/E-mail

Probate Court: (505) 468-1234 probate@bernco.gov
County Clerk: (505) 468-1290 clerk@bernco.gov
Treasurer: (505) 768-7031 treas@bernco.gov
Assessor: (505) 222-3700 assessor@bernco.gov

 

Other Useful Phone Numbers, Websites, & E-mail Addresses

IRS: 800-829-1040 www.irs.treas.gov
NM Taxation & Revenue:

841-6200 (Albuquerque), 505-827-0700 (Santa Fe)

www.state.nm.us/tax
MVD: 888-683-4636  www.state.nm.us/tax/mvd/

Social Security

800-772-1213 www.ssa.gov

Medicare:

800-633-4227 www.medicare.gov

Dept. of Veterans Affairs:

800-827-1000 www.va.gov

Vital Statistics Dept. (for death certificates)

841-4183 (Albuquerque), 505-827-0121 (Santa Fe) www.health.state.nm.us
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