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Executors

Executor Readiness Check: What Your Executor Would Face on Day One

A free check on what your executor would actually face. What they would find, what they would have to reconstruct, and the documents they would be missing on day one.

Anyone who has named an executor, and anyone who has been named as one and is wondering what they would actually be able to do.

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Fortschritt

0 von 14 beantwortet

Abschnitt 1 von 4 · 30 % des Werts

Standing to act

Is there a will, and does it name an executor?

A current one, covering what you own now rather than what you owned when it was written.

Does the person you named know they were named?

Being told, rather than finding out from a document after the fact.

Have they agreed to do it?

It is a real job with real time in it, and it can be declined.

Is there a named alternate if they cannot serve?

Someone to fall back on if the first person is unable, unwilling, or no longer alive.

Do they know where the signed original is?

Not a photo of it — the copy that would actually be produced, and who holds it.

Abschnitt 2 von 4 · 30 % des Werts

A list of what exists

Is there a written list of accounts and policies?

Institution names and account references, enough for someone to make the first phone call.

Does the list include debts as well as assets?

Loans, credit cards, sureties and anything with a repayment attached to it.

Are recurring payments and subscriptions written down?

The things that keep charging a closed account for months because nobody knew about them.

Is there a date on the list?

An undated list is impossible to trust. A reviewed-on date makes it usable.

Abschnitt 3 von 4 · 25 % des Werts

A way in

Is it clear how the executor gets access, and on what evidence?

Written down before it is needed, rather than worked out by whoever is available.

Do they have the contact details for your professionals?

Accountant, lawyer, insurance broker — by name, not by "there is someone".

Have you avoided leaving passwords in the will itself?

A will can become a public document in many places, and it is usually read long after a password has changed.

Abschnitt 4 von 4 · 15 % des Werts

The people around it

Do the beneficiaries know roughly what to expect?

Not the amounts — the shape of it, and who is administering.

Have you written down anything likely to be contested?

An unequal split or an unexpected inclusion is much easier to accept with your reasoning attached.

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Wie dieser Wert berechnet wird

Naming an executor and equipping one are different things. This tool weights the four things an executor needs before they can start: standing to act, a list of what exists, a way in, and people who know they are coming.

Authority and the inventory carry 30% each because without either of them nothing else can begin. Access carries 25%, and how prepared the people around it are carries 15%.

It scores your answers, not your paperwork: it cannot see the will, so it cannot tell you whether the document is valid, current, or says what you think it says. What an executor is permitted to do depends on the rules where you live.

This is a self-assessment, not advice. It scores the answers you gave against a checklist we wrote — it does not see your documents, your accounts or your jurisdiction, and it is not legal, tax or financial advice. What is required varies by country. Treat the score as a prompt for what to look at next, and speak to a qualified professional about your own situation.

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