The Executor Workbook has been designed to support you in your role as Executor of an Estate. An Executor holds a position of trust.

Your workbook has been designed to leverage the trust between you and the Estate Planner and support your success. This workbook aligns with the “Personal Estate Planning Workbook” and the Estate Planner’s Will, which is a legal document that guides all of your actions.

This workbook is intended to support you in undertaking the responsibilities of enacting the Estate Planner’s wishes as outlined in the Will. The Estate Planner will have likely identified some specific instructions within the Will; however, the Will itself does not cover all of the details your Estate Planner is hoping you will manage within the context of your role.

This workbook identifies steps that will help ensure you undertake appropriate management of the estate. “The Executor Workbook” is designed to initiate several conversations between you and the Estate Planner to ensure your shared understanding of expectations. The conversations this workbook encourages are based upon the trust that needs to exist between an Executor and an Estate Planner, and as such needs to be grounded in complete confidentiality.

This workbook does not provide legal advice. Should you have questions or concerns about your role and responsibilities we strongly advise that you access the appropriate professional services.

Responsibilities of an Executor, generally speaking, as an Executor of an estate you will be required to:

• Arrange the funeral or memorial service.

• Obtain the original copies of the Will.

• Take control of the estate and make a list of the property.

• Apply to the court for letters probate, where appropriate.

• Administer the estate and pay all outstanding debts.

• Distribute the property according to the Estate Planner’s wishes as set out in his or her Will.

Click here to view the Table of Contents to gain a sense of the value and practicality  of the Workbook. (will open in a new page)