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Self-Counsel Press
(a division of)
International Self-Counsel Press Ltd.Canada USA
SO YOU’VE BEEN APPOINTED EXECUTOR
Tom Carter,
BA, MA, LLB
 
INTRODUCTION
xiii
PART I: TO BE, OR NOT TO BE, AN EXECUTOR
1
1FINDING OR CHOOSING AN EXECUTOR
31.It’s Tough to Choose a Good Executor32.It’s Tough to Be an Executor 43.How I Discovered What Being an Executor Was All About 44.The Need Will Never Go Away 65.Who This Book Is For 6
2THE FAQS OF LIFE FOR EXECUTORS
71.What Is an Executor? 72.What Are Sole, Joint, and Alternate Executors? 83.To Whom Am I Responsible As Executor? 84.The Will Says I’m Executor, So I Am, Right? 85.What’s Probate, and Why Do I Need It? 106.When Does My Authority As Executor Begin? 117.What Do I Have to Do As Executor? 138.What Liabilities Do I Face As Executor? 13
v
CONTENTS
 
vi
SO YOU’VE BEEN APPOINTED EXECUTOR
9.What Are the Attributes of a Good Executor? 1410.What If I Don’t Want to Be Executor? 1511.How Do I Decide to Be an Executor or Not? 1512.Can I Change My Mind after I Start? 1613.Can I Get Help? 1714.Who Can Help Me and How Do I Find Them? 1715.Lawyers 1715.1Advantages of using lawyers1815.2Lawyers’ fees1815.3Finding a good estate lawyer1915.3a Step 1: Get the names of five good lawyers1915.3bStep 2: Work the phone 2015.3cStep 3: Visit the prospects 2116.Accountants 2116.1Advantages of using accountants2116.2Accountants’ fees2216.3Finding a good estate accountant2217.Trust Companies 2217.1How trust companies become executors2217.2When to consider a trust company2217.3Advantages of a trust company2317.4Trust company fees and fee agreements2317.5Finding a good trust company2318.The Challengers: Paralegal Services 2418.1Advantages and disadvantages of paralegals2418.1aClarify what they will do 2418.1bKeep control of the estate assets yourself 2418.1cBe clear on fees 2518.1d Finding paralegals 2519.Specific Services2519.1Tax-preparation services2519.2Real estate agents2519.3Personal property appraisers, evaluation 26specialists, and auctioneers
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