How to Be an Executor of an Estate

An executor of an estate is generally appointed prior to the death of an individual and usually as stated in a legal will. In some cases an estate executor is given a fee when their services are completed. Generally an executor is a family member or a trusted associate well known to the individual who appointed them. 

• Settle outstanding accounts that are not covered under an insurance policy. These debts could include mortgages, credit card debts or other moneys owed to creditors. 


• Notify all creditors, utility companies and employers connected to the estate owner of their death. 


• Notify veteran services and/or social security of the estate owner's death. If the estate owner has minor children ensure that steps for receiving survivor benefits are taken to ensure that these minor children or an appointed caregiver will receive these benefits. 


• Ensure that claims for life insurance are filed immediately especially if any portion of these moneys is needed for burial. 


• Follow through on the terms and conditions of the will. Begin awarding property and other estate items to the designated owner according to the terms of the will. 


• Close the bank account associated with the estate by completing paperwork at this bank. 


• Divide all moneys according to the terms of the will. 


• Appoint guardianship of minor children according to the terms stipulated in the will. 


• Divide personal items included in the estate to the appointed individual. 


• Provide the probate court with evidence that proves how all estate money was used. This includes receipts for settled outstanding accounts and any money award from a trust or through inheritance.