“Go out for coffee, sit down and say, ‘So, this might be an uncomfortable conversation, but let's just have it,'"says Abby Schneiderman, co-CEO of Everplans, a digital estate planning website. Then ask if all that is detailed in the will. To ensure you understand the will writer's wishes, ask the person to be specific about what he or she truly wants to happen with the estate after that person's death. And although you might get paid for the work, it is primarily a labor of love.įollow these steps to ensure that, when the time comes for you to serve, you honor the deceased, serve his or her heirs, and do your job as efficiently as possible. Taking on this role is a true sign of devotion, Franklin says. The human side can be difficult, too: You may need to pacify impatient heirs or mediate domestic squabbles. The paperwork can exceed your worst expectations. "Being an executor is not an easy job,” says Los Angeles estate planning attorney Terrence Franklin. But when it gets more complicated, like if a widow dies and there are lots of children and assets, there's more. Even when it's a relatively simple situation - one spouse dies and leaves everything to the other - the paperwork is daunting. If you have agreed to serve as an executor, you likely know the outlines of the task you face: closing accounts, inventorying assets and distributing bequests. They are the executors - the relatives or friends designated in a will as the final administrator of a deceased person's estate. En español | The wave of people prompted by the COVID-19 pandemic to write their wills is creating yet another wave in estate planning: all the people being asked to one day put those wills into effect.
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