Are you in the process of setting up your estate plan? If so, you need to think carefully about who will manage your estate in the event that you are no longer able to do so. This means that you need to think carefully about who your executor will be. There are plenty of options available, but who should you choose to be your executor? Take a look at a few important points below, and reach out to us to schedule a consultation.

Choose Someone Who Knows You Well

First, understand that the executor of your estate will be largely responsible for carrying out your wishes when you pass away. Therefore, you should make sure that you choose someone who knows you well. For example, this individual will have to interpret your wishes if they are not made explicit in your will. You need someone to distribute your assets in the way you would want, and that is why you should always choose someone who knows you well to be your executor.

Chose Someone You Trust

Next, you need to choose someone you trust. This may include a close friend or a family member, but you must make sure the individual is trustworthy. You do not want your executor to try to manipulate your estate plan for their own benefit at the expense of others, so make sure the person you choose to execute the wishes of your estate is trustworthy.

Choose Someone With an Understanding of the Estate Plan

Finally, you also need to choose someone who has a good understanding of how an estate plan works. An estate plan does not mean simply taking a look at the money in your bank account and distributing it evenly among your friends and family members. Your estate plan has a lot of moving parts, and the executor will have to make sure they are distributed fairly. You need to choose someone who is not going to get confused by the jargon of your estate plan.

Contact the Dana Law Group for Help With Estate Planning

Because there are so many moving parts involved, you need to reach out to a professional who can help you with your estate plan. At the Dana Law Group, we have a tremendous amount of experience helping people of all backgrounds with their estate plans, and we can help you as well. Contact us today to schedule a case consultation, and let us make sure that your estate is set up well for the future.

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