An executor is the person you appoint in your will to deal with your estate after your death. It is a position of responsibility rather than an honorary title. The right choice can make a difficult period more manageable for everyone involved.
The work may include identifying assets, dealing with institutions, obtaining a grant of probate where required, settling liabilities and distributing what remains. An executor must follow the will and the law, even where family members would prefer a different arrangement.
Look beyond closeness
A partner, adult child or trusted friend may be suitable, but personal closeness is only one consideration. Think about their ability to keep records, answer correspondence, meet deadlines and remain impartial. Someone who is already overwhelmed by caring responsibilities may not welcome another demanding role.
Ask them before making the appointment. Explain the broad nature of your estate and mention any business, overseas property or family tension. They do not need every private detail at this stage, but they should understand what they are being asked to undertake.
One executor or more?
Appointing more than one executor can provide support and continuity. It can also create delays if the people cannot agree or find it difficult to communicate. Choose people who are likely to work constructively together, rather than appointing several relatives simply to avoid hurt feelings.
Consider a substitute in case your first choice dies before you or cannot act. Professional assistance may be appropriate for a complex estate, although fees should be discussed and understood. An executor can also obtain legal or tax advice during the administration rather than having to know everything personally.
Make the eventual work easier
Keep a separate record of important assets, advisers and document locations. Tell your executor where the signed original will is stored. Avoid putting account passwords into the will itself, because probate documents can later become accessible through the relevant process.
Review the appointment when relationships, health or circumstances change. The person who was an ideal choice ten years ago may now live abroad or be unable to take on the work.
A useful final question is whether you would trust this person to manage a careful, sometimes slow process fairly. That usually matters more than who feels entitled to be named.
Sources and further reading
General information, not advice on your individual circumstances. Laws and tax rules can change; check the linked official guidance and obtain professional advice where needed.