Who should I appoint as Executor to handle my estate?

One of the benefits of having a Will is getting to choose who is responsible for handling your estate. We have previously explored what an Executor is – but today we are going into more detail on one of the most frequently asked questions in the estate planning process: who should it be?

This can be one of the most difficult decisions to help clients through. And, to make it even harder, your first choice may be unable to act when the time comes, so you also have to consider who you would like to appoint as an alternate.

In deciding who to appoint as your Executor, you should consider a person’s:

  • Diligence
  • Impartiality
  • Availability
  • Maturity
  • Place of Residence
  • Understanding of you

The person you appoint will have significant responsibilities and discretion – so appointing someone you trust to make reasonable and prudent decisions is paramount. Typically, depending on age and competence,  your partner/spouse will be the primary Executor, followed by a close friend, child or other family member. If you would rather not name a friend or family member, appointing an attorney is an option to be considered.

Sometimes clients know who they want to appoint from the beginning, and some times it is one of the last pieces of the puzzle.

Disclaimer: The information provided in this blog post is for general purposes only and must not be considered legal advice. For specific legal advice, please consult an attorney directly.

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