Choosing an Executor

Download PDF form of checklist

Who should you choose as your executor? Here are some things to consider:

  1. Think family first but always someone you trust
  2. Assess your needs
  3. Consider time required
  4. Avoid persons with conflicts of interest
  5. Specify Executors' rights
  6. Have a back up Executor
  7. Speak to the proposed Executor in advance
  8. Review your choices regularly
  9. Professional options
  10. Protect your Executors
  11. Keep an estate organizer up to date with everything your Executor needs to know.
  12. Provide "to-do" list for your Executor

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