Executor Services

Your Executor (personal representative)
You must appoint an Executor in your Will to look after your affairs when you die. Make sure that you choose the right person for the job, someone who you can trust and is capable of handling the sometimes complicated and frustrating process. It is also important to appoint a secondary Executor in case your first choice is unable to perform the necessary duties. We can help Executors by explaining the process and identifying what needs to happen and when.
Responsibilities of the Executor
  • Making funeral arrangements
  • Locating the Will
  • Applying for death certificates
  • Paying remaining debts
  • Selling any assets
  • Distributing assets to beneficiaries
Traits for a Good Executor
  • Good Health
  • Patience
  • Diplomatic skills
  • Ability to deal with bureaucracy and paperwork
For more information on the process of settling your estate, check out Ten Steps to Settling an Estate
Acting as an Executor (for someone else)
So, you have been appointed as someone’s Executor. Yes, it is an honour, but it can also feel like a burden. Before saying yes or acting as an Executor, take a dive into the material available to get and understanding of what this might mean for you. We can talk you through the many activities required, the possible issues involved, and your legal responsibilities in this role.

If you are the Executor of a Will and are not sure what your duties are, we can help you with each step of the process. For further information, Download the Executor Tips Checklist