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The Duties of an Executor
Takeaways from an executor of two estates
Between 2019 and 2022, I was the executor for two relatives’ estates concurrently. What follows is a breakdown of the steps I went through in fulfilling this role. Laws differ by jurisdiction, and I am neither an accountant nor lawyer. This article is not to be construed as financial or legal advice and is shared for information purposes only. Please consult an estate professional in your area.
Establishing Your Role
If the deceased naming you executor had their will drawn up by a lawyer, their office will provide guidance on how to proceed. With modest estates or handwritten wills, however, this may not be the case. Understand that guidance is not the same as the lawyer performing the executor role. Tasks you assign to the lawyer will be charged to the estate.
Your first step as an executor is to gather the documentation attesting to your role. These are the will, the death certificate, and a copy of your photo ID. You may be asked for a copy of the deceased’s photo ID. Keep it handy.
Funeral and Burial
In the absence of a pre-arranged funeral plan, the deceased’s remains will stay with a funeral home pending your instructions. The deceased’s bank should assist by releasing…
