Summary:

In this episode, our hosts discuss the crucial questions an executor should ask before agreeing to an appointment. They emphasize the importance of proactive communication between the testator and the proposed executor to ensure a smooth and efficient estate administration process. Gordon draws from his experience as an executor to provide practical insights into the key questions that need to be addressed.

Key points:

• Location of Important Documents: The proposed executor should inquire about the whereabouts of the will and other important documents to expedite the probate process.
• Legal Considerations: Evaluating the complexity of the estate and potential legal issues is essential for the proposed executor to make an informed decision.
• Executors should have a conversation with the testator before accepting the role.
• The testator must obtain consent from the proposed executor.
• Clarifying the condition of the estate, such as tax filings and safety deposit box access, is crucial.
• Potential disputes among beneficiaries or blended family dynamics should be considered 

Hosts:
Jenna Carvalho
The smartest way to choose an executor.
Guardian Estate Company
Facebook
LinkedIn
Instagram

Gordon VanderLeek
Give your family a legacy of protection - Wills, Estates and Trusts.
VanderLeek Law
Facebook
LinkedIn
Instagram