Choosing the right executor—the person responsible for managing your estate and making sure your instructions are followed—requires careful thought. Your choice will directly impact how smoothly, and with how much respect, your estate is handled.

So, how do you choose the best person for the job?

Let’s look at the essential qualities to consider when selecting an executor and what to expect once you’ve made your decision.

What to Look for in an Executor

Estate planning requires a thoughtful approach and choosing your executor is no different. These are the three key areas you should consider.

Trustworthiness and Reliability

The primary quality to look for in an executor is trustworthiness. This person will be responsible for sensitive and often complex financial tasks, so they must be honest and reliable. Your executor will handle everything from settling debts and distributing assets to filing tax returns, so it’s crucial that they act in the best interests of your beneficiaries.

Choose someone you can rely on to follow your wishes accurately and without hesitation. Often, people think family members are a natural choice, but it’s okay to consider close friends or professionals if they exhibit this level of reliability. If the executor’s role feels too heavy for a loved one, a corporate executor or attorney can be an excellent option.

Organizational Skills and Financial Acumen

Handling an estate requires collecting documents, making timely payments, and ensuring each beneficiary receives their inheritance. Missing any deadline, such as filing taxes, can incur penalties and create delays, so organizational skills are a must.

Some financial understanding is beneficial. Executors don’t need to be financial experts, but they should have a basic understanding of finances and taxes. If the person you choose isn’t confident in handling these areas, consider having them work alongside an estate planning attorney or financial advisor.

Willingness to Take on Responsibility

Being an executor is a significant commitment, and not everyone wants or has the time to take on such responsibility. Before formally naming someone in your will, speak with them to ensure they’re willing to serve. An executor who feels overwhelmed or disinterested could lead to delays and challenges for your loved ones.

For those with complex estates or numerous beneficiaries, it’s wise to choose someone who’s genuinely committed to the role. By discussing this openly, you can ensure that your chosen executor fully understands the responsibilities they’re taking on.

Other Considerations

• Age and Health. It’s common to choose a spouse or close family member as an executor, but you’ll want to consider their age and health. Ideally, choose someone younger or in good health, as they’re more likely to handle the responsibilities when the time comes. For added security, we recommend naming an alternate executor in case your first choice is unable to serve.

• Location. While it’s not a requirement, having an executor who lives nearby can be helpful. Certain tasks, such as selling property or handling court paperwork, may require local knowledge or frequent travel. Selecting someone who lives close to you or your primary assets can streamline these processes. However, if your ideal executor lives further away, ‌they can still manage the role with the right support.

• Understanding of Family Dynamics. If your family has complex relationships, a neutral executor can help avoid conflicts. In situations where family members may have differing expectations, an executor without a personal stake—such as a close family friend or a professional—can bring objectivity to the process. This impartiality can be especially beneficial if there are multiple beneficiaries or unique estate assets to be divided.

• Professional Executors are an Option. If none of your family or friends seems suitable, or if you feel your estate requires specialized management, consider naming a professional or corporate executor. While this option does come with a cost, professionals bring experience and objectivity to the process. They’re accustomed to handling estates of all sizes and complexity, which can offer peace of mind for both you and your beneficiaries.

Sowerby & Moustakis Law Can Help With this Important Decision

Choosing the right executor for your will is a crucial decision, and it’s worth taking the time to ensure you’ve picked the best person for the job. By focusing on the qualities outlined here, you’ll give yourself and your loved ones confidence that your estate will be managed smoothly and in line with your wishes.

If you’re unsure who to choose as your executor, or if you’d like assistance drafting a will, Sowerby & Moustakis Law can help.

Our team is here to provide guidance and support every step of the way. Contact us now to schedule a consultation and ensure your legacy is in trusted hands.