When you create a will, generally you should name an executor in your will. If you do not choose to name an executor, the probate court will have to appoint someone to serve in this role instead. Learn more about executor of a will in this presentation.
Considerations When Choosing the Executor of a Will: A Guide for Residents of Rochester and the Finger Lakes
1. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
CONSIDERATIONS WHEN CHOOSING
THE EXECUTOR OF A WILL
A Guide for Residents of Rochester and the Finger Lakes
2. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
WHEN YOU CHOOSE AN EXECUTOR
3. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
When you create a will, generally
you should name an executor in
your will.
4. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
If you do not choose to name an
executor, the probate court will
have to appoint someone to serve in
this role instead.
5. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
WHY YOUR CHOICE MATTERS
6. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
Your executor has a lot of
responsibility.
7. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
The executor has to take care of
winding up estate affairs, has to
handle legal issues, and has to
manage property.
8. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
You want someone who is up to the
task.
9. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
THINGS TO CONSIDER
10. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
There are many things to consider
when you select an executor of your
will.
11. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
Some of the following are key
characteristics to look for when
choosing an executor of your will:
12. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
ABILITY
13. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
The person who you select as an
executor must be able to carry out
the tasks that an executor is
required to do.
14. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
Executors have to manage property
and care for your investments.
15. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
Choose someone who knows how to
do this.
16. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
Executors have to comply with tax
requirements and probate rules.
17. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
An attorney helps, but you need an
executor who can find a lawyer and
play his or her role in the process.
18. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
INTEGRITY
19. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
Executors have a fiduciary duty to
act in the best interests of the
estate.
20. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
This means protecting heirs and
making sure the wishes of the
deceased are respected.
21. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
You still want to choose someone
honest, because you do not want your
family to have to make a breach of duty
claim if an executor starts taking estate
assets or otherwise fails to live up to the
trust you have placed in him.
22. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
WILLINGNESS
23. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
The person you select as an
executor has to be willing to fulfill
this role.
24. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
It can be tough to take on the task of
serving as an executor when you are
also coping with grief.
25. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
GETTING LEGAL HELP
26. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
An experienced Rochester and
Finger Lakes estate planning lawyer
can help you to determine who to
choose as an executor.
27. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
LEARN MORE ABOUT CHOOSING THE
EXECUTOR OF A WILL IN NAPLES, NEW
YORK
28. 196 North Main St., PO Box 417, Naples NY 14512
1163 Pittsford-Victor Road, Suite 120, Pittsford 14534-3817
Click to visit mrobinsonlaw.com.
Or call us at (585) 374-5210 to
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