Choosing an executor (also known as a personal representative in some states) is a personal decision — most people pick someone they trust who's comfortable handling practical matters. There are a few basic requirements, and some rules vary by state.
The basics: In most states, an executor needs to be an adult who is capable of managing the role. They don't need to be an attorney or a financial expert. Most of the job doesn't require special expertise, and executors may bring in an attorney or accountant if they need help.
Who people usually choose: Many people name a spouse, an adult child, a sibling, or a close friend. Naming someone who's also a beneficiary is common — someone who stands to inherit often has good reason to handle things carefully. Whoever you have in mind, consider talking with them first to make sure they're willing to serve.
If they live in another state: Executors sometimes live in a different state from the person who named them. Some states apply extra requirements to out-of-state executors, though — for example, a court may ask them to post a bond. If your choice lives elsewhere, this is worth looking into for your state.
Restrictions: Some states place restrictions on who may serve — for example, based on certain criminal convictions.
Other options: Some people name a professional executor instead, such as a bank or a firm that offers the service. Professionals may only take on larger or more complex estates, and they may charge a fee. Consider contacting them before naming them in your will.
If you're unsure who to choose, you may wish to speak with an estate planning attorney in your state.
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EveryWill is not a law firm, and does not provide legal advice. This article is provided for educational purposes only; it is not, and should not be taken as, legal, tax, or financial advice. Laws vary by state and change over time, and this article is not a substitute for the advice of an attorney licensed in your state who knows your circumstances. Reading this article does not create an attorney-client relationship with EveryWill. Use of EveryWill’s platform and services is subject to its Terms of Service and Privacy Policy.