Step 1: Locate the Original Will
Only the original, ink-signed version will do. No copies allowed. Can’t find it? There are options, but they require extra steps through the court.
Step 2: Qualify with the Court
Just being
named doesn’t make it official. Executors must file the will, take an oath, and possibly post a bond (unless waived).
Step 3: Notify Heirs & Creditors
Publishing a "Notice to Creditors" kicks off a 90-day countdown for debts to be claimed—critical for clearing titles and closing accounts.
Managing Debts & Taxes
Expect to handle final expenses, creditor claims, and taxes. Executors must also keep detailed records and file periodic accountings with the court—sometimes for years.
Watch Out for Drama
Disputes happen. Will caveats can arise from disinherited heirs or questions around capacity. As Haley noted, “Anyone who thinks they deserved
something often comes out of the woodwork.”
Don't Go Alone
While you can do it solo, hiring pros like CPAs, real estate agents, and elder law attorneys can save you time—and your sanity. Bonus: Executors are usually entitled to compensation (up to 5% of the estate’s value).
