General legal information only. Check the controlling document and current law before acting.
An executor is nominated by a will but generally needs court-issued authority before acting for the estate.
What this topic controls
- The executor's work includes safeguarding property, separating estate funds, documenting transactions, and following priority and distribution rules.
Records to organize
- court appointment papers and certified letters
- a transaction log with receipts, statements, and distribution approvals
Questions to verify
- Has the executor been formally appointed?
- What reports, notices, and approvals are required before distribution?
Risks to pause on
- Commingling estate money with personal accounts undermines records and can breach fiduciary duties.