Estate planning requires you to make a variety of important decisions, but few are as impactful as choosing an executor for your will. The individual you select will be responsible for carrying out your final instructions, settling debts, inventorying assets, and working to resolve any legal challenges that may arise. Because this decision has consequences for those you leave behind, it’s important to make your choice carefully.

4 Tips for Choosing an Executor

1. Choose Someone Responsible

Serving as executor requires careful organization, attention to detail, and the ability to meet strict deadlines. While you may be tempted to choose someone based on the strength of your relationship, selecting an individual with the right personality characteristics will generally yield better results. If you don’t have a responsible friend or family member, you can choose an attorney, accountant, or bank company, but keep in mind they usually charge fees. 

2. Avoid Sparking Disputes

Many families have underlying tensions that can quickly boil to the surface when someone passes away. Choosing a neutral party who is not involved in existing disputes will help avoid conflict and minimize the risk of legal challenges. For this reason, many people choose to nominate their estate planning attorney as their executor.

3. Consider Their Age

While you may be closest to people your own age, they may pass away before you. Choosing someone considerably younger increases the likelihood that they will still be available to serve after you’re gone. However, you should nominate a backup just in case you outlive your selected executor.

4. Check Your State Requirements

Connecticut allows almost any adult to serve as an executor, although they may be removed if the court finds them incapable of fulfilling the role. Other states, however, bar some individuals from serving if they live outside the jurisdiction or have a criminal record. Before choosing an executor, consult with an estate planning attorney to ensure the individual is allowed to serve.

Estate planning can be a complex process, which is why people throughout New London County turn to Stuart R. Norman Jr. This experienced attorney has been providing reliable service and detailed solutions to clients since 1974 and will help ensure your wishes are respected. Visit their website for an overview of their estate planning services, or call (860) 376-0069 to consult with an attorney today.