How to Speak to Someone About Being an Executor

Estate Planning Lawyer

One of the most important aspects about drafting a will is choosing the right executor. This person is responsible for protecting a deceased person’s assets until all taxes and debts have been paid. Then, he or she must make sure the deceased’s property is distributed to the heirs named in the will. It’s a huge responsibility, so you should not allow just anyone to do it. The person you select should be organized, trustworthy, communicative and impartial.

It is also important to discuss the matter with the person ahead of time. Here are some tips on speaking to someone about being an executor.

Choose the Right Time and Place

When you want to talk about something as important as being an executor of a will, you should select the right location and time. Ideally, you will want to choose a quiet place without interruptions, such as inside your home. It’s also a good idea to choose a time when the person is relaxed and not stressed about anything.

Tell the Person Why Chose Him or Her

First and foremost, you will want to explain why you want the person to be your executor in the first place. For example, you might be impressed with this person’s high moral character and responsible attitude. You may also know that the person will remain impartial during the whole ordeal and not favor any of the heirs. 

Be Honest About Potential Challenges

Being an executor of a will isn’t always easy and can be quite stressful at times. That is why you should be honest about any difficulties the executor may face in the future. The last thing you want is for the person to be surprised later on. For instance, if you anticipate that there will be some conflict between beneficiaries, you should let this person know right away. Then, the person can decide if he or she is up for the challenge.

Encourage Questions

It is likely that the person you want to appoint as your executor will have many questions. As such, you should encourage him or her to ask them after you are done speaking. The more information you can provide the better. 

If you have additional questions about choosing an executor for your will, you may want to speak with an estate planning lawyer, like one from Carpenter & Lewis PLLC.

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