Choosing an ExecutorWhat Does the Role Involve?

Why it matters

An executor is the person or organisation named in a will to carry out the will-maker's instructions and administer the estate. The role can involve considerable legal, financial and administrative responsibility, often during an emotionally difficult time.

An executor may need to

• •Locate the original will
• •Identify and protect estate assets
• •Notify relevant organisations
• •Arrange payment of debts and expenses
• •Apply for probate where required
• •Communicate with beneficiaries
• •Complete tax and financial requirements
• •Distribute the estate according to the will

Choose someone who is reliable, organised, comfortable dealing with financial matters and able to communicate fairly with family members and beneficiaries.