Maybe you’ve taken the time to carefully plan your estate, your will is drafted, your wishes are clear, but the person you’ve chosen to carry them out isn’t up to the task. Maybe they live far away, struggle with paperwork, or aren’t able to handle the emotional and financial demands of the role. Even the most well-prepared estate plan can encounter delays and disputes if the wrong executor is in charge.

Selecting an executor is about more than just naming someone you trust; it’s about finding the right person with the skills, temperament, and availability to manage your estate efficiently. As an estate planning attorney in Williamsburg, VA, we’ve seen how the right choice can make this process smoother for your loved ones.

Understanding the Role of an Executor

An executor is the person legally responsible for managing and settling your estate after you pass away. They act as the bridge between your final wishes and their actual execution, and their duties can be extensive. Key responsibilities include:

• Collecting and Securing Assets – Locating your property, investments, and personal belongings, and ensuring they’re safeguarded until distribution.
• Paying Debts and Taxes – Settling any outstanding bills, loans, or taxes owed by the estate.
• Distributing Assets – Delivering inheritances to beneficiaries according to the terms of your will.
• Managing Legal Filings – Handling probate filings, court deadlines, and required notices.

Because the executor must follow legal processes precisely, the role requires both attention to detail and the ability to coordinate with attorneys, accountants, and financial institutions.

Qualities to Look for in an Executor

The role of executor is a working position that may last months or even years. When choosing someone for this responsibility, consider whether they:

• Are Dependable and Organized – They should keep track of important dates, documents, and obligations without losing focus.
• Have Basic Financial Understanding – They don’t need to be an accountant, but they should understand money management and be willing to seek professional advice when necessary.
• Can Remain Objective – Family disputes can arise during estate settlement. An executor who can make decisions without favoritism can prevent conflicts from escalating.
• Have the Time and Willingness to Serve – Even a capable person may not have the capacity to dedicate the time the role requires.

Common Executor Options

People generally choose from three main categories when selecting an executor:

• Family Members – Often chosen for familiarity and trust, but consider whether they can manage the work while grieving.
• Friends – A trusted friend may be a good option, especially if you want to avoid potential family disputes.
• Professional Executors – Attorneys, accountants, or corporate fiduciaries bring experience and neutrality, which can be especially valuable for complex estates.

In some cases, naming co-executors—such as a family member alongside a professional—can balance personal insight with professional expertise.

Legal Considerations in Virginia

In Virginia, there are a few specific rules and procedures that affect your choice of executor:

• Minimum Age – The executor must be at least 18 years old.
• Court Qualification – The named executor must be approved by the court and may need to post a bond unless waived in your will.
• Residency – While not required, choosing someone local can make it easier to manage court appearances and asset handling.

An estate planning attorney can help ensure your chosen executor meets these requirements and understands their obligations under Virginia law.

Making Your Choice and Moving Forward With an Estate Planning Attorney

Selecting your executor is about protecting your legacy and making things as straightforward as possible for those you leave behind. The decision should be made carefully, with an honest assessment of the candidate’s skills, reliability, and availability. Discuss your choice with the person you’re naming so they understand the role and are willing to serve.

If you’re unsure who to appoint or whether to use a professional, working with an estate planning attorney can provide clarity. At Pedersen Law, PLLC, we guide clients through every step of the estate planning process—including selecting an executor who can carry out their wishes effectively.

Contact us today to schedule a consultation and ensure your estate plan is built on a solid foundation. Your choice of executor could be one of the most important decisions you make for your loved ones’ future.