How to Choose an Executor for a Will

By Ruth Mayhew

Choosing the executor of your estate is one of the first steps in drafting your will. It's important to select someone in whom you have confidence and trust, as well as someone who takes the responsibility of being the executor or your estate seriously. If you consult an attorney for help with estate planning, she will guide you through a series of questions to assist you in selecting the executor of your estate. However, if you prepare your own will, make sure you have the necessary information that will help you make the right choice.

Step 1

Learn what's expected of the executor of your estate. An executor is responsible for much more than simply fulfilling the decedent's fiduciary duties. A qualified executor should be able to understand legal processes and procedures, and have good verbal and written communication skills in order to interact with lawyers, clients, creditors and mourning family members.

Step 2

Look within your family for someone you consider extremely trustworthy. Because the executor of your estate is also responsible for activities such as taking inventory of your personal and business assets, preparing tax-related documentation and legal filings, and attending meetings or court hearings for probate matters, also consider the person's organizational skills, self-discipline and attention to detail.

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Step 3

Consider someone from your circle of acquaintances if you don't have a family member who you feel is capable of handling the role. Your potential executor must have a number of traits necessary to carry out your wishes. However, you may be inclined to focus on trustworthiness as the most important one because this is something that involves your personal and family matters.

Step 4

Determine the likelihood of your will being contested. If you feel that there may be some controversy between beneficiaries, consider selecting an executor far removed from family or business relationships. The American Bar Association notes that engaging a paid executor removes potential conflict of interest by picking someone who doesn't stand to gain from the will.

Step 5

Finalize your choice by talking with the executor you chose. Explain the intent of your will, your wishes and any information you deem necessary to fulfill the role of executor. Incorporate your selection into your will, and if you feel it's necessary, repeat the process to name a co-executor or someone who will fulfill the duties in the event your first selection is unable to handle the executor's duties.

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Can the Executor of a Will Be a Blood Relative?
 

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Related articles

How to Make Someone the Executor of a Will

You need to cover the important aspects of your estate in your will, including who you are leaving assets to, how much each beneficiary will get and who your executor is. You may make a person your executor by naming him as such in your will. However, your will needs to be valid in your state so your executor can get the authority he needs in probate court. Before you, the testator, create your will, check your state's laws regarding will creation and allowable will types.

Duties for an Executor for a Will Estate

The executor of a will is responsible for settling all matters relating to an estate after the testator's death. Because this job is highly time-consuming and carries great responsibility, select your executor with care. Discuss the role with your choice before officially naming him in your will, and make sure that he feels qualified to handle the task. You may also want to name an additional executor in your will in case your first choice is unable or unwilling to perform his duties.

How to Name an Executor or Personal Representative

An executor, also called a personal representative, is the person in charge of distributing property to heirs and settling a decedent's estate. A female appointed to handle an estate is sometimes called an executrix. Naming an executor in a will avoids the need for a court-appointed executor after death and usually saves the estate money. This is because court-appointed executors generally charge high fees in contrast to relatives or friends who are chosen to serve.

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