Executor 101: What an Executor Does (and What to Prepare)

An executor is the person responsible for handling someone’s estate after death. It’s an important job—and it’s much easier when things are organized.

What an executor typically handles

• locating the will and key documents
• arranging the death certificate and notifications
• securing property (home, vehicles, valuables)
• contacting banks, insurers, and benefit providers
• paying final bills and settling debts
• filing final tax returns (and estate-related taxes if needed)
• distributing assets according to the will
• keeping records for beneficiaries

Common challenges

• missing passwords or account lists
• unclear beneficiary designations
• family disagreements (often from confusion, not conflict)
• delays from incomplete paperwork

A simple “prep list” that helps your executor

If you have these in one place, you’re doing your family a huge favour:

• location of your will + POA documents
• list of bank accounts, insurance policies, investments
• key contacts (lawyer, accountant, employer)
• property details (mortgage, utilities, deeds)
• digital access info (password manager, recovery contacts)
• beneficiary list (insurance, registered accounts)
• your funeral preferences (separate from the will)

How long does it take?

Simple estates can be resolved in months; more complex estates can take longer. The biggest time-saver is organization and clear documentation.

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