Making the decision to appoint someone as executor of your will and estate is a major life decision that shouldn’t be taken lightly. But it’s a necessary decision you will one day need to make.
Learn more below about whom to appoint as executor.
Qualities of a good executor
Some of the necessary qualifications of an executor might include some or all of the following:
- Attention to detail
- Honest
- Organized
- Timely
- Good communication skills
It might also be helpful for them to have good financial skills and at least a passing knowledge of the California probate process. But many executors without any special insight into those industries do just fine after seeking guidance from industry professionals.
Should you appoint your spouse as executor?
At first glance, that may seem like the perfect solution, as presumably you trust your spouse. But spouses sometimes die together in the same fatal event, complicating your choice. Siblings, adult children or even grandchildren are another trusted option.
Executors must mediate disputes among families
Whomever you appoint as executor should be able to stand up to family members in disputes and not cave in to their demands. It can unnecessarily complicate relationships if one family member is executor and the others disagree with the decisions they make.
Discuss your intentions with your executor
Before committing your intentions to writing, make sure that you have a frank conversation with your proposed executor to make sure that they are willing to take on this responsibility and honor.
Many people also appoint an alternate executor, in the event that their first choice is unable or unwilling to act in that capacity (or they predeceased you).
