How to Choose the Right Person to Handle Your Will

What does an executor do?

An executor’s job is to:

• File your will in court and start the legal process (called probate)
• Gather and protect your money, property, and other assets
• Pay off any outstanding bills, taxes, or debts
• Distribute what’s left to your heirs (the people you want to inherit from you)

It’s a big job, and choosing the wrong person can lead to delays, family conflicts, or even legal trouble.

How to choose the right executor

When you’re deciding who will be your executor, choose someone who you trust completely. Your executor will have access to your finances and personal information, so they must be honest and responsible. Many people choose a close family member, but a trusted friend or even a professional (like a lawyer or accountant) can also be a good option.

Your executor should also be someone who is:

Organized 

Being an executor involves keeping track of paperwork, meeting deadlines, and managing money. If the person you’re considering struggles with keeping things in order, they may not be the best fit.

Financially responsible 

Your executor doesn’t have to be a money expert, but they should be comfortable handling finances. They’ll need to pay off your debts and distribute money as directed to your beneficiaries, so you want someone who can manage those tasks without confusion.

Willing to do the job 

This role can take months (or even years) to complete. Before you put someone’s name in your will, ask them if they’re okay with it. They should know what’s expected and be willing to take on the responsibility.

Able to handle family drama (if necessary) 

If your heirs don’t get along, your executor might have to deal with arguments or disagreements. Picking someone who can stay neutral and follow your wishes fairly can help prevent family fights.

Other considerations

• Their age and health: Choose someone who is likely to be around when the time comes. If your first choice is older, name a backup executor just in case.
• Where they live: If your executor lives far away, handling your estate could be more difficult. Picking someone local can make things easier.
• Naming a backup: If your first choice can’t serve, it’s smart to have a second person named in your will.

Choosing an executor isn’t just about picking someone close to you—it’s about picking the right person for the job. Think about who will be responsible, fair, and capable of carrying out your wishes. And most importantly, have a conversation with them first so they’re prepared when the time comes.

By making a careful choice now, you can help ensure that your loved ones are taken care of and your estate is handled smoothly.