Being named an executor is seen as an honour but it is also a significant legal responsibility that many people aren’t prepared for. In this episode, our Head of Wealth Planning Services, Alison Forster, breaks down everything you need to know about serving as an executor, from the essential traits to look for when choosing one, to the four critical steps for settling an estate.
Whether you’ve been named an executor or are planning your own estate, this comprehensive guide will help you understand what’s involved in this vital role.