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Providing Guidance On Choosing An Executor Or Trustee

Planning for the fate of your assets after your passing can be an overwhelming experience. Not only do you want to ensure that your wealth and property are passed on to the rightful heirs, but you also want to be certain that the fiduciary assigned to administer your will or trust is a reliable person. Attorney George Mead can keep you informed of your options and help you find the right person to meet your needs. Based in Tigard, The Mead Law Firm represents clients throughout the Portland area and all over Oregon. We have more than 25 years of experience in handling estate planning matters, and we are dedicated to providing personalized legal guidance that suits your goals.

You May Not Be The Only One With These Questions

While we are prepared to answer your unique questions, we have also taken the time to answer some of the more frequently asked questions regarding executor and trustee appointment. If you have general questions, you may find immediate answers below.

What is the difference between an executor and a trustee?

An executor handles your will, while a trustee handles your trust. Although they share similar responsibilities overall, there are a few significant differences. For example, an executor typically has to go through probate to distribute your assets, whereas a trustee does not. That does not necessarily mean a trustee’s job takes less time, since a trust can serve unique interests requiring ongoing work.

Can I appoint more than one person as my executor or trustee?

Yes. When appointing more than one person to manage your trust or your will, you should specify whether they have to work as a team or can make decisions independent of each other.

Who qualifies to be my executor or trustee?

You can ask almost anyone to be your executor or trustee as long as they are above the age of 18. While you may appoint someone who lives out of state, it is important to consider how easily they can travel to your family and property in Oregon. If you are appointing an executor who has been convicted of a felony, it is important that he or she discloses this information to the court, or they may be disqualified from administering your will altogether. Attorney George Mead can help you learn more about naming felons.

Who should I consider appointing?

Because you are asking someone to protect your assets and to uphold your desires in your absence, it is important that you appoint someone you can trust and who has your best interests in mind. The most commonly chosen people are spouses, siblings, significant others and children. While financial and legal skills are not required of an executor or trustee, it is worth considering someone’s communication skills and how organized they are, keeping in mind the possible court dates and substantial paperwork.

Learn More At A Confidential Meeting With Us

Each client brings unique circumstances, and we invite you to discuss your concerns in a confidential setting with us. To set up a consultation our lawyer, George Mead, complete our online contact sheet. Alternatively, you may also call us at 503-214-2712 or toll free at 888-328-1440.

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