Weinstein & Randisi
Phone:585-310-1578
Toll free:800-768-1780

Resize the Content Text

What are the duties of an executor of a will?

A will is often the cornerstone of many types of estate planning. Through the formation of a last will and testament, individuals can detail how they wants assets and property transferred at the time of their death. Typically, a person creating the will, also known as the testator, will identify an individual in the will who is responsible for overseeing the execution of the will as the testator originally intended. This person is known as the executor of a will.

In most situations, people seeking to create an estate plan that involves a will choose an attorney to act as the executor of their will in the event of their deaths. This is primarily because the executor of the will must perform a wide variety of duties that often require legal knowledge. Here are some examples of those duties:

-- An executor of a will must attempt to carry out the testator's wishes as closely as possible without spending unnecessary or inappropriate amounts of the testator's estate while carrying out those tasks.

-- The executor has a responsibility to gather all of the testator's assets and keep detailed records of those funds.

-- The executor must use money from the testator's estate to pay off any claims from valid creditors. The executor must pay off those claims first before transferring any money to the testator's heirs.

-- The executor must also ensure that the testator's estate has complied with and paid any applicable state and federal taxes.

You should know that the choice of an executor of your will is an important decision. A consultation with an estate planning attorney who is experienced with New York's estate planning laws can help you form a legally valid and enforceable will. This could potentially help your heirs avoid expensive and time-consuming probate litigation after you are no longer able to handle your affairs for yourself.

Source: Forbes, "Understanding the Role and Responsibilities of an Executor," Bernard A. Krooks, accessed Aug. 18, 2015

No Comments

Leave a comment
Comment Information
  • I wanted to write to say how pleased my wife and I were at your professional handling of our estate planning and preparation of new wills. We were put at ease by your visit to our home for an interview and were pleased that you listened to us and captured the things that we felt were important.

    --Robert and Christine Simonson, Fairport
  • In order to finalize the documents we came to your office and were greeted in a very professional manner and we could not have asked for finer service. We left with copies of everything we needed and feel very confident our needs have been met. Thanks again. We will surely recommend you should the opportunity arise.

    — Christine and Robert Simonson, Fairport
  • I have been working with Weinstein & Randisi for about two years now. Elizabeth Randisi, through a very thorough process, has helped my wife and me determine what is really important in our lives. Thus, we were able to draft a living will that reflected our most important values regarding our estate.

    --David and Ajia Cherry, Fairport
  • I would like to give a testimony for Elizabeth Randisi, an estate attorney with Weinstein & Randisi. Her knowledge of wills and estate planning was clearly demonstrated in her presentation to us. Realizing our need for a will, my husband and I went to see Elizabeth.

    --Kathy and Gary Gray, Webster
  • Filing for Medicaid is never an easy or fun process. However, working with the Weinstein & Randisi firm made the process simple and streamlined. We were able to obtain all files and records regarding Medicaid enrollment within a few days using specially prepared checklists and verbiage recommended by our assigned paralegal.

    --Ajia and David Cherry, Fairport
Awarded Top 50 Estate Planning Blog
Email Us For a Response

How Can We Help You?

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Blog Feed

Blog

Weinstein & Randisi - estate planning

290 Linden Oaks, Ste. 200
Rochester, NY 14625

Toll Free: 800-768-1780
Phone: 585-310-1578
Rochester Law Office Map

Map

Call us now for a free, 100% confidential consultation: