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Attorneys For Today, Counselors For Life

Attorneys For Today, Counselors For Life

Metz, Bailey & McLoughlin provides customized estate planning and business law services to clients throughout Ohio

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  4.  » What should I consider when asking someone to be my estate administrator?

What should I consider when asking someone to be my estate administrator?

| Mar 24, 2021 | probate & estate administration | 0 comments

Asking someone to be the administer of your estate is a big request. This is not simply a title. It requires a lot of work when the time comes.

Because the administrator holds such a special position, you need to know the person you choose can handle the job. AARP suggests that you take time to consider a few things about a person before you appoint him or her as your estate administrator. You want to ensure he or she can handle the job.

Capable manager

You need someone who is good at managing things. Not only will the person have to manage your estate details but also he or she has to manage your family. If you suspect there will be drama or issues, you need to choose an administrator who can handle this and deal with the issues that may come up.

Responsible

The person also needs to be responsible. It should be someone you would have no doubts about turning over your finances to. You want to be sure it is someone who does not procrastinate and who will react quickly while also staying on top of things.

Willingness

Above all else, you have to make sure the person you choose agrees to the job. You should never spring it on someone. Make sure to discuss the scope of the duties and the ex[ectations with the person before naming him or her as your administrator. You want the person to be willing and eager to help out when you can no longer be here to handle your own life.

Choosing an estate administrator should take time. Do not make a snap decision. Ensure you choose the right person who is a good fit for the job.