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How to Choose the Right Executor for Your Estate

Loune-Djenia Askew, Esq.

Apr 17, 2024

When planning your estate, one of the key steps you'll make is choosing an executor. This is the person who will manage your estate through the probate process after you pass away. Here's how to pick the right one. An executor’s duties include gathering your assets, paying debts and taxes, and distributing what's left to your heirs. They need to be detail-oriented, honest, and able to handle potentially stressful situations.

Consider Their Responsibilities

The ideal executor is responsible and organized. They don't have to be financial experts, but they should be able to understand basic financial matters and be willing to seek professional advice when necessary.

Assess Their Willingness

Always ask your potential executor if they are willing to take on this responsibility. It's a significant commitment, and not everyone is up for the task. It's often wise to choose someone who can remain neutral among beneficiaries to reduce conflicts. This could be a trusted friend or a professional, like an attorney or accountant.

Look at Their Availability

Your executor should be ready to handle the duties promptly and for as long as it takes to settle your estate, which could be months or even years. An executor who lives nearby is often more convenient since they may need to handle tasks in person.

Keep Age and Health in Mind

Choose someone who is likely to be around after you’re gone. This often means selecting an executor who is younger and in good health.

Name an Alternate

It's a good idea to name a backup in case your first choice is unable or unwilling to serve when the time comes.

Get Professional Help if Needed

For complex estates, or if you can’t find a suitable personal connection, you might opt for a professional executor like a bank's trust department.

Remember, the right executor can ensure that your estate is managed according to your wishes with minimal delay and confusion. Take your time, consider your options, and choose wisely.

For more information, contact our office at Askew & Associates, P.A. by calling 954-546-2699.

Disclaimer: this blog post is not intended to be legal advice. We highly recommend speaking to an attorney if you have any legal concerns.

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