What To Do When You're Named Executor
What To Do When You're Named Executor
Maurie Backman mSun, November 23, 2025 Moneywise
My aunt died and I’m shocked to learn I have to settle her estate. What to do when you're named executor
Most people need time to process things when a family member dies. But if you’ve been named executor in their will, you have to start processing immediately.
After all, you’re now legally responsible for the administration of their Estate.
As executor (alternatively known as personal representative or administrator depending on your state), you must ensure your relative’s finances are settled and their final wishes respected.
The weight of all that may trigger emotions besides grief. For example, shock — especially if your late relative named you the executor of their will without your prior knowledge.
You may feel overwhelmed and even resentful.
You can even refuse to take on the role, but if your relative named you because they trusted you above everyone else, you may feel obliged (1).
If you find yourself in this position, it’s a good idea to take a beat to sort out what you are and are not obliged to do.
Here is a more detailed breakdown of what this role entails (2).
The First Steps In The Probate Process
First, you need to obtain a copy of your relative's death certificate, which you can get from the funeral home or the county or state where their death occurred
If you don’t have a copy of the will, obtain one, read it thoroughly and file it in probate court in the county where your relative lived. Notify all beneficiaries of the will’s contents.
It’s common to hire an attorney to handle probate, which is the process of proving a will’s validity in court. If you do hire a lawyer, their legal costs will be covered by proceeds from the estate.
Probate is essential. You cannot distribute assets from your family member’s estate until the probate process is completed and you’ve settled all debts related to the estate.
This can be a lengthy and complex process, so it’s important to manage beneficiaries’ expectations. If conflicts break out, do your best to mediate the disagreements.
Settling A Late Relative’s Finances
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