Hello, here are some informations about your role and responsibilities

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Your Role

You have been appointed as an Executor.

This is an important role but don't worry, there is nothing to do now. The role only comes into effect when the Settlor(s) passes away.

Being named as an Executor means you're responsible for managing the Settlor(s) estate according to their Will. This includes overseeing the distribution of their assets and more generally handling the administration aspects.

Interested?

The Settlor(s) has taken significant steps to ensure their estate is handled by someone they trust after they're gone.

Would you like to protect your estate in the same way?

Frequently Asked Questions

What is an executor? 

An executor is someone appointed to manage and oversee the administration of a deceased person's estate. This includes fulfilling the deceased's wishes according to their Will, managing financial obligations, and distributing the estate. 

Why appoint an executor? 

Appointing an executor ensures a legally authorised process for managing and distributing an estate. It also provides peace of mind that the estate will be handled according to the deceased's wishes, and helps prevent disputes among beneficiaries. 

Where can an executor find help or guidance? 

The adviser who set up the planning will be more than happy to provide guidance and support. Simply reach out for assistance.