5 Questions to Ask Yourself Before Choosing an Executor

Choosing the right executor is one of the most important decisions you can make when planning your estate. Your executor will be responsible for handling your affairs after you pass away, so it’s crucial to ensure they are competent, experienced, and accessible. Here are five key questions to ask before making your decision:

1. Is the person you are considering professionally qualified?

The emphasis here is that you appoint a person and not a large corporate entity where your loved ones will have to deal with call centers. You can ask to see the professionally qualified attorney’s current Fidelity Fund certificate, or you can call the Legal Practice Council (LPC) to verify whether the person you are considering appointing is in good standing with the LPC.

2. Does the attorney specialize in wills and estates?

This is a crucial question. Many people assume they can wind up an estate without specialized knowledge, but this area of law is filled with complexities and challenges. It is essential to appoint someone with vast experience in wills and estates. An attorney who specializes in this field will understand potential pitfalls and will draft your will accordingly to avoid unnecessary complications.

3. Will I have to work through a call center?

Dealing with a call center when handling an estate can be frustrating and time-consuming. If you are considering appointing an institution as your executor, ask whether you or your loved ones will be required to work through a call center. Personal service is invaluable when navigating the estate administration process.

4. What is the turnaround time for phone calls and emails?

Timely communication is critical during the estate administration process. Many large institutions take anywhere from 14 to even 90 days to respond to phone calls and emails. This delay can be frustrating and can significantly slow down the winding-up process. Make sure you appoint an executor who is accessible and responsive.

5. Will they guide my loved ones every step of the way?

Losing a loved one is already difficult enough without added administrative burdens. Ask whether your executor will provide personal support to your family throughout the process. Will your loved ones be able to meet with an actual person when they need assistance, or will they be left to navigate the process on their own? A hands-on approach can make a world of difference.

Final Thoughts

Choosing the right executor is about more than just selecting a name. It’s about ensuring that your loved ones receive the guidance and support they need during a challenging time. By asking these five questions, you can make an informed decision and ensure that your estate is in the best possible hands.