7 Characteristics to Consider When Choosing an Executor

Choosing an executor is a significant decision that deserves both thoughtful and prayerful consideration. The executor serves as your personal representative, appointed with legal authority to administer your estate and carry out your final wishes.

Here are seven key characteristics to consider when determining who is best suited for this responsibility. 

Willing to Serve 

Begin with an open and honest conversation. The individual must understand what the role requires and express a genuine willingness to serve. In North Carolina (G.S. 28A-5-1), a person named as executor in a will can legally decline the role. That’s why confirming consent in advance is essential. 

Trustworthy 

Your executor should be someone you trust completely. Look for a person who is responsible, financially stable, and committed to acting with integrity. This individual should be dependable and willing to carry out your wishes in the best interest of the estate. 

Detail-Oriented 

Settling an estate involves managing finances, overseeing assets, filing inventories, keeping records, and distributing possessions. An executor who is organized and comfortable with detailed tasks can help minimize complications during probate. 

Available 

Probate can be time-consuming, often lasting up to a year, depending on the size and complexity of the estate. With multiple deadlines and filings, an executor needs to have enough flexibility to devote the necessary time to the process. 

Physically Capable 

This is especially important if you are considering naming an aging parent, spouse, or relative. Executors may need to sort through belongings, manage property, and make repeated trips to the courthouse or other offices. Physical endurance is a practical necessity. 

Emotionally and Cognitively Healthy 

If you name a close friend or family member, remember they will be grieving your loss while handling estate matters. Choose someone with the emotional temperament to manage both. If considering someone older, be sure they are cognitively healthy and capable of making sound decisions. 

Close in Proximity  

While not legally required, choosing someone local is often wise. A nearby executor can usually handle matters more efficiently. In North Carolina (G.S. 28A-4-2), an executor who lives out of state must appoint a local agent to accept legal documents on their behalf—failure to do so can lead to disqualification. 

Conclusion

Selecting an executor is both a practical and spiritual decision. The person you choose will be entrusted with carrying out your final wishes and stewarding your estate with care. Take time to pray, seek wise counsel, and have honest conversations with the individual you are considering. By thoughtfully weighing these characteristics, you can make a confident decision that brings peace of mind to you and clarity to your loved ones.