Organization
How easy would it be for someone to step into your shoes and take care of the financial matters in your life? Could they find what they need quickly—or would they be left searching for documents and contacts while emotions are running high?
Experience
Many people name their children as executors by default, treating the role as an honour rather than a job. But being an executor is demanding—it requires time, skill, and emotional distance. Would a deeper, more practical conversation help you Ensure That Your Chosen Executor is the best person for the job?
Guidance
Estate planning often stops at the legal documents—wills, probate, tax minimization. But your executor’s real challenge is practical: they must carry out hundreds of small, emotional, time-sensitive tasks. Have you given them a roadmap, or will they have to build one in the middle of loss?
“Good estate planning isn’t just about wealth—it’s about leaving order, clarity, and confidence when it’s needed most.”