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How should I go about choosing an Executor?

You may think that this is an honour that should be given to a friend or relative. What you may not realize is how difficult the job can be.

We would suggest you consider these five (5) questions:

  1. Are you sure the Executor will be there when needed and able to devote enough time to the job?
  2. Is the person comfortable in dealing with the legal, tax, investment, real estate, and business management aspects of being an Executor?
  3. Can your Executor stay completley impartial and handle the emotional stress that could arise?
  4. Have you asked, and has the person agreed, to take on the responsibility?
  5. Does the person you've chosen understand that he or she can be held personally liable for any mistakes?

Wills and Powers of Attorney

REQUEST BY(name in full):
Current Home Address:
(include city and code)
Date of Birth:         I am: malefemale
 
Telephone:  Res- Cell-
 
Bus:          Fax: 
 
Email:     
 
Marital Status:      Married Single Divorced Widowed Common Law
 
If married:      1st time marriage 2nd time marriage 3rd time marriage
 
If currently officially married, and you live together, spouse's name :
 
Details of children of any prior marriage or relationship (prior to existing marriage or existing relationship). State names and dates of birth and whether son or daughter:
 
Details of children of current marriage or relationship (state names and dates of birth and whether son or daughter):
 
Equal shares for all subsequent children. Yes No

WILLS

Testator
Executor
Alternate Executor
Guardian
Beneficiary
Failure Gifts
Cash Legacy

POWERS OF ATTORNEY

Your Name(s)
Power of Attorney
Alternate Attorney
Conditions
 

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