How to choose an executor

Short answer: Your executor is the person who carries out the instructions in your Will. Choose someone over 18 who is organised, trustworthy and willing, and consider naming a backup in case they cannot act.

What does an executor do?

• Finds your Will and applies for a grant of probate if one is needed.
• Collects your assets and pays your debts, taxes and funeral costs.
• Distributes any specific gifts, then divides the Residuary Estate (what is left over) as your Will directs.
• Manages any testamentary trust as trustee, if you have asked them to.

Who can be an executor?

Almost any adult can be an executor, including a family member, a friend, or a Beneficiary under your Will. It is very common to appoint a spouse, partner or adult child.

Questions to ask yourself

• Will they be comfortable dealing with paperwork, banks and possibly the court?
• Do they live nearby, or can they manage things from a distance?
• Are they likely to get on with your Beneficiaries, or could the role cause tension?
• Are they significantly younger than you, or at least likely to outlive you?

One executor or two?

Two executors can share the load and keep each other accountable, but they must work together on most decisions. If you choose two people who do not get along, delays are likely.

Tell them

Let your executor know they have been named, and where your original Will is kept. It will make a difficult time much easier for them.