Choosing an executor is one of the most important decisions you will make when creating your will. Your executor is the person responsible for carrying out your final wishes, managing your assets, paying outstanding debts, and ensuring that your beneficiaries receive what you’ve designated for them. While it may be tempting to choose the closest relative or oldest child by default, selecting the right executor requires thoughtful consideration.

Here’s what you should keep in mind as you decide.

Look for Someone Responsible and Organized

The executor’s job is detail-heavy and can last months, or even years, depending on the size and complexity of the estate. Your executor must:

• Locate and safeguard your assets
• Work with attorneys, accountants, and financial institutions
• File necessary court documents
• Manage bills, taxes, and final distributions

Someone who is highly organized, reliable, and comfortable handling paperwork will be best equipped to handle these steps with care.

Choose Someone Who Can Make Sound, Objective Decisions

Emotions can run high after someone passes away. Your executor should be able to:

• Stay calm under pressure
• Make decisions based on your wishes, not personal conflicts
• Navigate any tension among beneficiaries

For families with complicated dynamics, blended families, or large estates, a level-headed executor is especially important.

Consider the Executor’s Financial and Legal Savvy

Your executor does not need to be a financial expert, but they should feel comfortable:

• Understanding terms related to banking, taxes, and investments
• Managing bills and financial accounts
• Asking for help from legal and financial professionals when needed

If no one in your circle fits the bill, you may consider naming a professional executor or corporate fiduciary.

Think About Their Age, Health, and Availability

An executor must be able and willing to serve when the time comes. Consider:

• Are they likely to outlive you?
• Are they in good health?
• Do they have the time to take on this responsibility?

Even the most trustworthy person may not be practical if they are overwhelmed with work, caregiving duties, or live far away.

Discuss Your Choice With Them Ahead of Time

Never surprise someone with the role of executor. Before naming them in your will:

• Explain your reasoning
• Make sure they’re willing to take on the responsibility
• Provide guidance about your wishes and any important documents

This conversation can prevent confusion or delays later.

Name an Alternate Executor

Life is unpredictable, and your first choice may be unable or unwilling to serve when the time comes. Naming a backup executor ensures the estate process can continue smoothly without intervention from the court.

When to Consider Naming a Professional Executor

A professional executor or corporate fiduciary may make sense if:

• Your family relationships are strained
• You have a blended family or a complicated distribution plan
• You own a business or substantial assets
• You prefer neutrality and expertise

A professional brings training, experience, and objectivity, especially valuable when conflict is a concern.

Lauenstein Law Firm Can Help You Make the Right Choice

Choosing an executor is a deeply personal decision, and having the right guidance can make all the difference. At Lauenstein Law Firm, our estate planning team helps individuals and families create clear, effective wills that reflect their wishes and protect their loved ones.

If you need help selecting an executor or updating your estate plan, we’re here to support you every step of the way.

Contact Lauenstein Law Firm today to get started on your estate planning with confidence.