Law Office of Stephen W. Penn and Associates

How to choose the right executor

One of the important parts of estate planning in California is choosing the right executor. Many people may feel confused about the process or simply not know where to begin with making this decision. Luckily, there have been many people in this same situation before, so there are plenty of tips to help someone figure out how to choose the executor of his or her estate.

AARP suggests choosing an executor should start by choosing someone who will be around when it comes time to execute the estate plan. People should consider the age and health of the people they are considering. Ideally, a person should choose someone who is more than likely to outlive him or her. Otherwise, the person will just have to go through the process all over to choose a new executor.

Another important suggestion is for people to choose someone who has good judgment. It is essential the person be able to make decisions easily and without being persuaded. In addition, the executor needs to understand the person's desires and honor them when making decisions for the estate.

The Huffington Post adds that most people will choose someone close to them, such as a friend or family member, to handle their estate. This is fine and helps ensure the person is trustworthy. However, some people may instead choose an expert or someone who has experience in managing an estate, such as a bank. Either option is fine as long as the person who is choosing the executor feels comfortable with the choice. This information is for education and is not legal advice.  

 

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