Many Arizona residents have helpful personalities. As a result, when a loved one asks them for assistance or to handle an important task, they often agree without much hesitation. However, even those with helpful attitudes need to take the time to fully review whether taking on the role of executor is right for them.
If a loved one asks you to be the executor of his or her estate, you may feel compelled to say yes. Before doing so, you may want to remember that this position requires a great deal of work, and you will need to sacrifice a considerable amount of time to see that the legal process of probate is completed successfully.
Are you right for the job?
You should consider being an executor as a job. In fact, it could even seem like a full-time job due to the number of tasks you need to complete and the amount of time you put into seeing each task through. As a result, you may want to assess whether you feel you will have the time to act as the executor. If you already have a lot on your plate, such as with work or taking care of your kids, you may want to rethink taking on this position.
You may also want to look closely at your own personality. Though you and many others may consider you a helpful person, do you often take on too much and feel overwhelmed by the number of tasks you need to complete? Additionally, you will need to interact with various people throughout the probate process, including heirs and beneficiaries. If they feel as if the process is taking too long or that you are not forthcoming with information, disputes could arise. Do you handle conflict well?
What skills do you have?
Certainly, being willing and able to take on this position is important, but you may also want to assess your skills and expertise. For example, as the executor, you would need to handle numerous financial affairs of the decedent, and if you do not feel confident in your financial skills, you may worry about making mistakes. Unfortunately, with probate, any mistake could prove detrimental.
You will also have to go through various legal steps to ensure that probate is handled properly. Understandably, most people do not have a working knowledge of the court system, especially relating to this topic, but if you think you will become easily overwhelmed, it may not suit you to accept the role of executor. Of course, throughout the process, you can always seek professional help from an Arizona probate attorney.