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Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

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What Are the Most Important Duties of a Will Executor?

January 22, 2019

Establishing someone as the executor of your will requires advanced planning and careful thought about whether or not this person is indeed comfortable to serve in this role.

This requires telling this individual that you intend to install him or her as executor and ensuring that they feel confidence in their ability to serve in this role successfully. Understanding the duties of an executor in a will can help you to select the appropriate person to serve in this role.

3D illustration of FIDUCIARY title on Legal Documents. Legal concept.

Being selected as an executor is an obligation, as well as an honor. Prior to accepting, it’s important to understand exactly what you’re getting into.

When serving as an executor, you will distribute the individual’s personal property after arranging for the payment of the estate expenses and debts. Some of the most common duties tasked to an executor include:

  • Paying estate taxes and filing tax returns.
  • Establishing an account for paying bills and estate debts.
  • Filing the will for probate.
  • Choosing the type of probate.
  • Distributing assets.
  • Filing an inventory with the court.

Depending on the complexity of the individual estate, this could be a very large responsibility. Generally, executors tend to come from the creator’s children, siblings, parents or spouses. Many executors who are close family members do not ask for additional compensation, but an executor can receive payment as part of serving in this role.      


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Recent Posts
An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more