Your executor is the person responsible for carrying out your wishes and managing your estate after you pass away. You can appoint a single executor, multiple co-executors to act jointly, and backup executors in case your first choices are unable to serve.
Co-executors are two or more people who share the role of executor equally. The must make decisions together and act jointly on all estate matters.
Steps to appoint or change an executor
Step 1: Open the executors page and log into your Willful account
Step 2: Edit executor details
You will be prompted to choose your executor setup. Your executor can be any trusted person who is willing and able to handle the responsibilities of managing your estate. Many married people choose their spouse, but it is also often another family member, close friend, or professional advisor.
If you want your spouse as the primary and sole executor, select Yes when prompted.
Note: Choosing this option means you cannot appoint a co-executor.
If you wish for your spouse to act as a co-executor with someone else, select No. This will allow you to add your spouse manually along with another executor.
If you are changing your executor, you may select an existing contact or click on Add new to assign a new contact to this role.
Step 3: Appoint co-executors (optional)
Click Add an executor to enter the name of your first executor.
To appoint a co-executor who will act jointly with the first:
Check the box at the bottom of the form to enable co-executor entry.
Enter the name of your second executor.
Co-executors must make all decisions and complete tasks together, so choose people who can collaborate effectively.
Step 4: Add backup executors
You can appoint a single backup executor or backup co-executors.
Backup co-executors will also share the role and must make all decisions together.
Click Add more executors to set backups.
Step 5: Optional spouse listing
You can choose to list the spouse of your executor, but this is optional.
Reminder: Download print, and sign your updated will for the changes to be legally valid.