Estate and Trust: Choosing the Executor of your Estate

Choosing a responsible, trusted individual to execute your estate plan and distribute assets according to your will is an important decision. You should select someone who has the ability to carry out the responsibilities of the role in a timely, detailed manner.

Learn about preparing a will.

An executor should:

  • Have the ability to handle the responsibilities of the estate and communicate with your lawyer, CPA and beneficiaries;
  • Be able and willing to carry out the wishes of your estate as described in your will; and
  • Have a high attention to detail while carrying out their responsibilities in a timely manner.

In this video, Markowitz, Fenelon & Bank managing partner Tom Terry, CPA, discusses the considerations you should to take when choosing an executor of your estate.

Questions about estate planning, wills and the executor role? Contact us today.

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