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Duties of an estate executor

When an individual creates a will in Virginia, they usually need to name an executor of their estate. The executor is in charge of making sure the terms of the will are carried out. It is important for the person entrusted with this responsibility to approach the task in an organized way.

Executors must keep track of assets in an estate, ensure that they are distributed to the correct beneficiaries and take care of filing state and federal estate taxes. An executor will likely need to spend a lot of time reviewing a will to ensure that they are carrying out the wishes of the person who created it.

Being an estate executor will also involve a lot of paperwork. It is a good idea to ask relatives ahead of time where they keep important documents. Executors need to know where to find information like Social Security numbers, tax documents, bank statements and insurance records.

Someone who is handling the estate for a close loved one may be coping with grief while taking care of all the responsibilities that come with being an executor. A will manager may also face bickering from relatives who want a say in how the distribution of assets should be handled.

However, an attorney may be able to help an executor with many of their duties. In addition to an attorney, executors may also want to consult financial planners. An estate planning attorney is often a good resource for any executors who need referrals to other professionals.

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The Law Office of C.W. Roop, PLLC
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P.O. Box 160
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