Many people name an executor in their will without fully understanding what the role involves. Executors often carry a large administrative burden at a time when families are grieving.
This guide explains the executor role in practical terms so you can make better decisions when creating (or reviewing) a will.
What an executor does
- Locates and secures the will and key documents
- Notifies relevant institutions (banks, super funds, insurers)
- Identifies estate assets and liabilities
- Pays debts and expenses
- Distributes the estate to beneficiaries
- Applies for probate if required
Common executor challenges
- Unclear asset records (no list of accounts or passwords)
- Family conflict or disagreements
- Delays caused by institutions requiring formal authority
- Complex assets (business interests, trusts, overseas property)
Frequently asked questions
Can an executor also be a beneficiary?
Often yes. Many wills appoint a trusted beneficiary (like a spouse or adult child) as executor.
Does every estate need probate?
Not always. Some institutions require it and others do not, depending on asset types and amounts.
This article is general information and not legal advice.