Private clients and succession

Choosing an executor: the questions families skip

The person you name as executor will carry your estate for a year or more. A few questions that make the choice easier.

CW

Clara Whitfield
· 5 min read

Most people choose an executor in a sentence: the eldest child, a spouse, a trusted friend. The job that follows can take a year or more and involves paperwork, property and difficult conversations. Families who talk about it in advance find the work far lighter.

What an executor actually does

An executor locates the will, applies for authority to act, gathers the assets, pays debts and taxes, and distributes what remains. In many estates this is a hundred small tasks over fourteen months.

Questions worth asking

Are they organised? Not clever, not wealthy: organised. Someone who files things and answers letters.

Are they willing? A frank conversation now avoids a reluctant executor later.

Are they fair? If one child is executor and also a beneficiary, ask whether the others will trust the process.

Will they be around? Executors are often chosen because they are older and wiser, then turn out to be unwell or gone. Name a replacement.

Can they ask for help? Executors may hire professionals and pay them from the estate. Make sure yours know they are allowed.

Two executors, or one?

Many families name two: a family member and a friend or professional. The family member holds the knowledge and the friend or professional brings process. It also helps avoid the suspicion that sometimes follows when one relative handles everything alone.

Write something down

A short letter of wishes, kept with the will, answers questions that the will itself cannot: who gets the photographs, how to treat the family business, what you would like said at the funeral.

This note is general information, not legal advice. Probate rules differ by jurisdiction.

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