How to Choose An Executor

End of Life Management Toolkit #2 | by Team Passare and Robert L. Shepard

Choosing a qualified executor to administer your end of life documents, such as a will or estate plan, is necessary for a short and inexpensive probate proceeding. The executor’s role carries many responsibilities and should not be taken lightly. The person you choose to be an executor should be consulted and well-prepared for handling your legal, financial and business matters.

Passare™ and Robert L. Shepard, attorney at law shares tips on how to choose an executor. It is an important decision. Use this guide to help you pick the best person for the task.

You will learn
  1. What is an executor?
  2. How to choose an executor based on his or her responsibilities
  3. What are the powers of an executor?
  4. What to do next?
The eBook includes:
  1. Executor Criteria Checklist
  2. Example of a Executor Form
  3. Glossary of Terms
Estimated Time Required:

30 minutes

 

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