The executor’s role

An executor is responsible for dealing with the practical administration of an estate. The work can include identifying assets and liabilities, communicating with organisations and following the formal process that applies after a death.

The exact responsibilities depend on the estate and the documents in place. A Scottish solicitor can explain the role in context.

Choosing someone

People often consider trust, willingness, availability and the practical complexity of the estate. It can also be helpful to think about a replacement in case the first choice cannot act.

Record full names and relationships clearly, but speak with a solicitor before treating an informal choice as a completed appointment.

Preparing for a discussion

• Note your preferred executor and a possible replacement.
• Consider whether they know about your proposal.
• Identify business, overseas or family circumstances that may add complexity.
• Take the names to your solicitor meeting for discussion.

This guide is general information and is not legal advice.