Executor of a Will

Being named the executor of a will is a big responsibility.  It can be overwhelming and confusing at times, especially when that person is also dealing with the grief of losing a loved one. We have a lot of experience in this area and help break down the responsibilities this role brings to our clients.

What Is An Executor Anyway?

An executor is a person appointed by a will maker to carry out the instructions he/she set forth in their will. The executor is responsible for gathering the deceased’s assets, paying the deceased’s debts, and distributing their assets to the named beneficiaries.

What Steps Should I Take as an Executor?

We advise our clients to notify us within the first few days of their loved ones passing to set an initial estate administration meeting.  We go over what and who should be at the meeting. Some of the first steps that an executor should take are: handle the care of any dependents or pets, notify close family and friends, arrange for funeral or burial expenses, prepare for funeral service, prepare an obituary, order death certificates, locate important documents and get the courts to appoint you as executor.

Will Everything Be Explained At The Initial Estate Planning Meeting?

Most of our client’s come in very overwhelmed by the responsibilities laid before them.  This is totally normal.  While there are many steps executors are responsible for, we explain in depth each one of them.  Our estate planning attorneys go over what the will states and then provide clear instructions for next steps.  If retained, our attorneys help the executor complete the tasks laid out on their list.

While being named executor of a will is a huge responsibility and at times very overwhelming, we assist clients every day in this regard.  We understand that you are grieving your loved ones passing but help you to prioritize the list of tasks set before you.  Having clear, concise instructions laid out by a qualified, experienced estate planning attorney can make all the difference.