How to Choose an Executor

End of Life Management Toolkit #2 | by Team Passare and Robert L. Shepard

4. What’s Next

Now that you have a general understanding of how to choose your executor, we suggest you get started by following these guidelines.

Carefully go through your business and personal accounts, assets and properties.
Assess the complexity of your estate to determine whether your chosen executor(s) can handle the job.
If your estate is too complex for your executor(s), include provisions in your End of Life documents to hire professional help.
Review the contents of your will or trust with your executor(s) so that they fully understand your wishes and can decide whether they agree to the role.
Make sure your executor(s) know where your End of Life documents are located.
Take Action

Assigning the right executor is critical to the accurate fulfillment of your End of Life wishes.

  • Use the Executor Checklist to select the best person for the task. It is on the following pages.
  • Take a look at the example of the executor form we have provided.
  • A Glossary of Terms is available on the following pages as a reference.

Following eBook #2: How-to Choose Your Executor, is eBook #3: Understanding Probate. eBook #3 explains what probate is and how to avoid a complicated and lengthy probate process.

The information contained in this booklet is for educational purposes only and is not intended to be construed as legal advice. For legal advice, consult an attorney. The information contained in this booklet is subject to change and does not purport to be a complete statement of all relevant issues. In certain jurisdictions this may constitute as attorney advertising.

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