The choice of a personal representative for your estate is a crucial decision and should be made with utmost care and thoughtfulness. This individual must be 18 years old or older and a resident of the state of XYZ (unless they are a blood relative or related to a blood relative by marriage). Additionally, they must possess the mental and physical capability to communicate with an attorney and beneficiaries, as well as to gather and account for all estate assets and liabilities. Furthermore, the designated person should not have any previous felony convictions.
Typically, if you are married, your partner would be appointed as your personal representative if they fulfill the aforementioned criteria. Nonetheless, if your spouse or other family member is unable to fulfill this role, you may select a resident of XYZ or a financial institution to take on this responsibility. Ideally, this individual should possess some familiarity with your personal and financial matters and should have an existing relationship (either personal or professional) with the beneficiaries of your estate.
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