How to Choose the Right Executor/Personal Representative for Your Estate

Choosing someone to manage your estate after your passing is one of the most important decisions you make while creating your will. In Pennsylvania, this role is often called a personal representative, executor, or executrix. No matter the title, this individual is responsible for carrying out your final wishes, navigating the probate process, and ensuring that your loved ones are protected.

It’s a tremendous responsibility — which is why choosing the right person matters.

Below are the key factors to consider when selecting an executor for your estate.

1. Trustworthiness Above All Else

Your executor will have access to your financial accounts, tax information, property, and personal records. You must be able to trust them fully.

Ask yourself:

• Does this person make sound decisions?

• Do they respect my privacy?

• Are they responsible with their own finances?

If you hesitate on any of these, they might not be the right choice.

2. Organizational Skills & Attention to Detail

Administering an estate requires tracking deadlines, filing legal documents, communicating with beneficiaries, and sometimes managing ongoing bills. Someone who stays organized, follows instructions carefully, and pays attention to small details will have a much easier time keeping the process smooth.

Examples of key tasks your executor must handle:

• Maintaining records of all estate transactions

• Locating and inventorying assets

• Handling creditor claims

• Filing tax returns

• Distributing property after court approval

Even the most straightforward estates require diligent record-keeping.

3. Emotional Stability During a Difficult Time

Your executor must be able to function clearly and calmly after your passing — a time that is often emotional and stressful. This is where choosing your eldest child isn’t always the best

Estate administration may require:

• Visiting your home

• Meeting with attorneys

• Appearing at the courthouse

• Communicating with local financial institutions

If your preferred executor lives out of state, they may still serve — but the distance can add time, cost, and frustration. In some cases, the court may require out-of-state executors to post a bond unless waived in the will.

5. Financial Responsibility & Good Judgment

Your executor’s own financial habits can be a strong indicator of whether they’ll manage your estate appropriately. The role involves handling assets responsibly, making decisions in beneficiaries’ best interest, and following the law precisely.

Some courts may deny an executor appointment if the person has:

• A history of bankruptcy

• Certain criminal convictions

• A pattern of financial mismanagement

Choose someone with a track record of maturity, reliability, and stability.

6. Ability to Handle Potential Conflict

Family disagreements often surface during estate administration — even in close families. A good executor should be able to communicate openly, fairly, and professionally with beneficiaries.

I

deal traits include:

• Neutrality

• Patience

• Ability to explain decisions

• Willingness to follow the will exactly as written

This is a key reason many people choose a professional or non-family member for the role.

7. Willingness to Seek Professional Help

Your executor does not need to be an expert in law or finance. What they do need is the humility and judgment to know when to seek help.

Great executors often rely on:

• Attorneys

• Accountants

• Financial advisors

• Appraisers

Having McNickle & Bonner guide the process can save time, reduce costly mistakes, and ensure compliance with Pennsylvania law.

8. Choosing a Backup Executor

Life circumstances change. Always name at least one alternate executor in case your first choice:

• Passes away before you

• Becomes unable or unwilling to serve

• Moves away or becomes ill

Updating your estate plan every few years ensures your choices remain appropriate.

Should You Choose a Family Member, Friend, or Professional?

Each option has pros and cons:

Family Member

✔ Knows your wishes

✔ Often motivated to help

✘ Risk of emotional strain

✘ May not be neutral in family disputes

Trusted Friend

✔ Generally impartial

✔ May be more level-headed

✘ Might lack willingness or time

Professional Executor (Attorney/Trust Company)

✔ Experienced

✔ Neutral and reliable

✔ Avoids family conflict

✘ Fees apply, though often offset by efficiency and reduced issues

For many clients — especially those with complex estates or sensitive family dynamics — a professional executor is the best choice.

Final Thoughts

Your executor plays a crucial role in protecting your legacy and supporting your loved ones during a challenging time. Take your time, evaluate carefully, and revisit your choice periodically as relationships and circumstances evolve.

If you’d like help selecting the right executor or updating your will, McNickle & Bonner, LLP can guide you through the entire estate-planning process and ensure your decisions align with Pennsylvania law.