Pop Quiz: What job lasts at least a year, but has an unknown start date?

Answer: Executor

Most say “yes” to this job out of love, loyalty and blissful ignorance not realizing they’ve just agreed to months of paperwork, asset wrangling and family dynamics.

And those of us naming an Executor? We mean well, but too often assign the title without the context or roadmap that would actually set them up for success.

We sometimes forget that a peaceful exit includes the stuff that happens AFTER we die as much as it includes all the things you don’t want to navigate while dying.

Like any job, you might wonder:

How do you know if you’re doing a good job?

For Executors, the “review panel” is a mix of family and beneficiaries impacted by the official stuff that comes with the job—working with trusted advisors, the legal system, taxes and deadlines. But remember, success isn’t about perfection; it’s about communication, clear records and keeping expectations realistic.

This month’s Small Step: Make it less of a mystery. Whether you’re naming an Executor or you are one, start a die-a-logue. Share where things are, ask questions and create clarity now—so no one’s left Googling while grieving.

A CHECKLIST

Set Your Executor Up for Success

No time like the present to talk big picture. Below is a solid list to share and talk about. Are you the right person for the job? Have you picked the right person?

SHOW where the will and/or trust lives

I’ll tell you exactly where it’s stored and who I worked with (estate planning attorney name/email/phone). I’ll also introduce you so you’re not meeting after the fact.

SHARE a simple asset map

I’ll give you a one-pager of accounts, property, investments and where to find statements—so you’re not on a scavenger hunt.

LIST bills & debts

I’ll note what’s on auto-pay, what isn’t, due dates and how to access each account—so nothing lapses and no surprises.

PROVIDE tax information

I’ll keep last year’s return, my CPA’s contact, and any estimated-tax info together—your shortcut when filings come due.

CREATE a quick contacts card

I’ll list my attorney, CPA, financial advisor, HR/benefits contact, insurance agents, and key friends/neighbors—people who can help you help me (yes, even after I’m dead).

TELL you how to access things

I’ll keep a password plan (or executor-ready digital vault) and a safe/lockbox location & key/combination—shared securely, not by email.

SET expectations with the family

I’ll tell beneficiaries what my plan is (who gets what and why) and how updates will be shared—so you’re not the referee.

DOCUMENT the “special stuff”

I’ll write down who should receive heirlooms or sentimental items (and where they are)—no sticky-note lawyering.

DETAIL ceremony preferences

I’ll note burial/cremation choices, service details, music, honors and any pre-arrangements—so you’re carrying out wishes, not guessing.

CONFIRM you’re still willing & able

I’ll check in annually to be sure this is still a good fit—and name a backup.

Have we missed something you’ve had to sort out after a loved one’s death? Contact us with some learned nuggets—your lived wisdom helps the whole community.

Executor Expectations— Yours & Theirs