Finding someone with the qualities you believe the executor of your estate plan should have is the first step. You need to ask them if they will accept the appointment. While legally you can appoint someone as your estate’s executor without their knowledge, it’s recommended to ask them first.
So, how can you ask your chosen party to be your executor?
Before the conversation
You should be prepared before meeting your chosen executor. Create a list of your assets and liabilities to help them understand the complexity of the estate.
It’s also important to choose a suitable time. Pick a time when both of you will not be interrupted. Then, decide on where you will hold the conversation. Will it be in your home or theirs? Or a public place? Regardless of where you choose, it should be a private and quiet setting.
With all these details decided, you can invite your chosen party.
During the conversation
Start the conversation by informing them of the reason for the meeting. Let them know you are considering naming them as your executor. You should follow this by telling them why you chose them.
Additionally, discuss their expected responsibilities and your estate plan in depth, and be honest about the challenges they might experience when administering your estate. Encourage them to ask questions throughout the discussion.
After the conversation, inform them they don’t need to respond immediately. They should take time to learn more to make an informed decision. Remind your chosen party that you will respect their decision.
The first conversation you have with your potential executor is crucial. You need to provide them with sufficient details in a gentle manner to help them decide. If they accept the role, consider legal guidance to validate the appointment.
