Resources on demand

Estate planning masterclass – session 3 – The role of the executor dos and don’ts, and how to juggle the many hats they wear

Executors are often appointed without consultation, and find themselves in a role that, while straightforward on the surface, can quickly spiral into a quagmire of duties, rights, entitlements and consequences.

In this presentation, Hayley and Sarah will work through:

  • the role of an executor and what to consider before accepting an appointment
  • interpreting the Will and what to do when there is an issue
  • communicating with beneficiaries and when to provide information and records
  • balancing the various roles the executor might have and dealing with conflicts of interest
  • the right of professional executors to a commission or remuneration.

[Running time: 1 hour 10 minutes]

$165.00