Considerations When Choosing the Executor of a Will: A Guide for Residents of Rochester and the...

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CONSIDERATIONS WHEN CHOOSING THE EXECUTOR OF A WILL

A Guide for Residents of Rochester and the Finger Lakes

WHEN YOU CHOOSE AN EXECUTOR

When you create a will, generally you should name an executor in

your will.

If you do not choose to name an executor, the probate court will

have to appoint someone to serve in this role instead.

WHY YOUR CHOICE MATTERS

Your executor has a lot of responsibility.

The executor has to take care of winding up estate affairs, has to handle legal issues, and has to

manage property.

You want someone who is up to the task.

THINGS TO CONSIDER

There are many things to consider when you select an executor of your

Some of the following are key characteristics to look for when

choosing an executor of your will:

ABILITY

The person who you select as an executor must be able to carry out

the tasks that an executor is required to do.

Executors have to manage property and care for your investments.

Choose someone who knows how to do this.

Executors have to comply with tax requirements and probate rules.

An attorney helps, but you need an executor who can find a lawyer and play his or her role in the process.

INTEGRITY

Executors have a fiduciary duty to act in the best interests of the

estate.

This means protecting heirs and making sure the wishes of the

deceased are respected.

You still want to choose someone honest, because you do not want your

family to have to make a breach of duty claim if an executor starts taking estate assets or otherwise fails to live up to the

trust you have placed in him.

WILLINGNESS

The person you select as an executor has to be willing to fulfill

this role.

It can be tough to take on the task of serving as an executor when you are

also coping with grief.

GETTING LEGAL HELP

An experienced Rochester and Finger Lakes estate planning lawyer

can help you to determine who to choose as an executor.

LEARN MORE ABOUT CHOOSING THE EXECUTOR OF A WILL IN NAPLES, NEW

Click to visit mrobinsonlaw.com. Or call us at (585) 374-5210 to

schedule a consultation.

Considerations When Choosing the Executor of a Will: A Guide for Residents of Rochester and the...

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