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How Do You Find The Right Trustee Or Executor?

While you are responsible for creating your estate plan, you obviously won’t be the one to carry it out. And if you establish a trust and serve as the initial trustee, someone else will eventually need to take over that responsibility. Who you choose for these jobs is critical to ensuring that your wishes are understood, respected and honored.

At Kathryn T. Joseph & Associates, Inc., we are ready to help you with all aspects of estate law, including choosing executors/trustees and working with them when the time comes to fulfill their duties. Below, you’ll find helpful information on what to look for in the people you designate.

Important Characteristics Of An Estate Executor Or Trustee

The roles of executor and trustee each come with significant responsibilities that must be carried out accurately and efficiently. This person also needs to communicate with your family members and other intended heirs. Therefore, you should choose someone who is:

  • Responsible and ethical
  • Able to follow written directions accurately
  • Detail-oriented
  • Respected by your loved ones (or at least not disliked/disrespected).
  • Patient and diplomatic (but also willing to be firm) when dealing with difficult family members

This is an ideal list, but the people you choose do not need to have all of these qualities. If possible, it’s also wise to choose others to serve as backups in these roles, just to be safe.

What The Law Says About Choosing An Executor

The legal requirements for serving as executor in Ohio are basic, but important. The person named must be at least 18 years old and of sound mind. Most adults easily meet those two criteria. However, state law requires that an executor must be an Ohio resident unless related to the decedent by blood, marriage or adoption. For practical reasons, it is also a good idea to choose an Ohio resident because of the work involved and the need to have regular access to the estate and its assets.

Contact Us To Learn More

Kathryn T. Joseph & Associates, Inc. is based in Cleveland and serves clients throughout Ohio. If you have questions about choosing an executor/trustee or any other estate law matter, please contact us to arrange an initial consultation. You can call 216-245-0504 or fill out our online contact form.