For Advisors

Properly Acting as the Executor of an Estate

Being the executor of an estate is a big responsibility that is often a more complicated endeavor than many anticipate. Here at Independent Trust, we receive many inquiries from people currently acting as well as those considering acting as executor or personal representative (PR) of an estate. To help we created “So You Want To Be An Executor”- a yes/no questionnaire created to help people understand what does an executor of an estate do? This tool can help people understand what is required to be successful in the eyes of the family and also in the eyes of the courts. If you find yourself answering yes to each box, then you are entering the executorship with your eyes wide open.

If any of these questions give you pause, please contact us. We would be happy to answer any further questions and determine if the Independent Trust Company can be of service. Be sure to check out our services or family trust resources page for more information on becoming an independent or dependent executor.

Executor of Estate Questionnaire