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Ready for a surprise in estate planning? Imagine picking up the phone to learn you’re now responsible for an old family will, one you barely remember, for someone you hardly see. What now? Nick talks about what happens when you’re named executor of a will you never expected to handle and what your real options are. It’s a reminder that roles in an estate plan are voluntary, flexible, and meant to reflect current relationships, not old assumptions. You may have far more freedom here than you think.
Here’s some of what we discuss in this episode:
🙅 Voluntary Roles: being an executor or trustee is a choice, not an obligation
🚪 You Can Step Down: executors can resign or decline without legal penalty
👤 Check the Backup: knowing who’s next in line helps you decide wisely
🔄 Update Regularly: wills should evolve as families grow and circumstances change
🗣️ Communicate Early: talk through executor roles as adult children become capable
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