Prepare your executor. Give your loved ones greater clarity.
Appointing an executor is an important part of estate planning. An executor may be responsible for managing the estate, applying for probate where required, settling outstanding matters, and distributing assets according to the Will.
EDL helps clients better understand the role and responsibilities of an executor, so informed decisions can be made during the estate-planning process.
We also provide practical guidance to help clients and their families understand the general estate-administration journey, and prepare for the steps that may follow.
Who this service may be suitable for
This service may be useful if you are:
Preparing or reviewing a Will
Unsure whom to appoint as executor
Wanting to understand an executor's responsibilities
A family wanting greater clarity about estate administration
Wanting to prepare important information for your executor
Looking for guidance on engaging the right legal or specialist professionals
What EDL can help with
Presented as educational and planning support:
Explaining the general role of an executor
Discussing factors to consider when selecting an executor
Helping you understand common executor responsibilities
Encouraging clear communication with the people involved
Helping you organise important estate information
Explaining the general estate-administration journey
Guidance on documents and information that may be relevant
Coordinating or referring you to the right legal or specialist providers, when required
How It Works
What happens after you reach out.
1Understand your situationWe begin by understanding your estate-planning needs and the circumstances that may affect the appointment of an executor.
2Explore executor considerationsWe discuss the general responsibilities of an executor and the factors worth considering when selecting a suitable person.
3Prepare important informationWe help you organise relevant information and encourage clear communication with the people involved in your estate plan.
4Understand the next stepsWe provide general guidance on the estate-administration journey, and identify when legal, probate, tax, trustee, or other specialist support may be appropriate.
Important Disclaimer: EDL provides general educational, planning, and coordination support. EDL is not acting as your executor, trustee, probate lawyer, or estate administrator unless separately and formally appointed under an appropriate arrangement. Information provided is general in nature and does not constitute legal, tax, or other professional advice. Clients should seek independent professional advice where appropriate.
Want to talk it through first?
Get in touch and we'll help you think through your executor and estate-administration questions, at your own pace.
