What If You Don‘t Want to Be an Executor? Here’s What to Do Instead

What If You Don’t Want to Be an Executor

Being chosen to serve as the executor of someone’s estate might seem like a huge honor. But it’s really more of a huge responsibility: an administrative, time-consuming job that many people don’t want and don’t have to take on.

If you’re not sure you want to be an executor, you have options: you can legally decline, hand it off to a successor, or bring in a professional executor to handle the entire estate in your place. Here’s how each path works.

What happens if you don’t want to be the executor of an estate?

  1. Should you agree to be executor? Why not to be an executor?
  2. Can you refuse to be an executor? What options do you have?
  3. If you don’t want to serve, can you be forced to be an executor?
  4. Understand the paperwork: How do you say no to being an executor?
  5. What happens if an executor renounces their role? Are there successors?
  6. What if no one wants to be executor? Who administers the estate?
  7. Can an executor appoint another executor? Can you transfer responsibility?
  8. When to call it quits: Can an executor resign during or after probate?
  9. Go pro: Can you hire a professional executor?
  10. Ready to take action? Next steps Next steps if you don’t want to be an executor.

Let’s walk through the answers so you can better understand your options.

Should you agree to be executor?

Should you agree to be executor

You should only accept the job if you have the time and the ability to take it on. If you don’t want to serve as someone’s executor, you don’t have to agree to it.

What if you feel obligated to be executor?

When someone is unwilling (or unable) to be executor, they sometimes feel they should accept the job anyway, out of a sense of obligation or guilt. Their thought process might go something like this: “These were my friend’s or relative’s wishes…how can I say no?”

But the fact is, there are plenty of good reasons to decline being an executor. No matter what yours is, you don’t need to burden yourself further with guilt.

How stressful is being an executor?

Being an executor can be quiet stressful because it’s a JOB—an administrative, bureaucratic job that’s actually a lot of work. Executors are also often the middleman of drama among the heirs, ranging from quiet resentments, to angry arguments, all the way to full blown court litigation. Many people think being tapped to serve as executor is an honor, like getting chosen for Best Man or Maid of Honor. But it’s really not like that at all.

The wealthy have known this for ages. That’s why they hire banks and lawyers to handle their final affairs (and you can hire a professional executor, too).

Can you refuse to be an executor?

Can you refuse to be an executor

Yes, if someone names you as executor in their will, you don’t have a legal obligation to serve. It just means you were nominated. You’re by no means bound to serve as executor.

Keep in mind that it’s okay to decline, because there are usually backup executors (successors) named in the deceased’s will, and even if not, there are other options for filling the role (professional executors or government officials).

Can someone make you an executor without telling you?

Yes, when making their wills or trust, folks often forget or intentionally decide not to inform their executors or heir.  So in many cases, their choice comes as a surprise to the nominee (and everyone else) when they pass away.

Just know that you can refuse the role whether you had advance warning or not.

Can you be forced to be an executor?

Can you be forced to be an executorNo, you can’t be legally forced or compelled to serve as executor. You may feel guilted into it by your family and friends—but like we said already, you don’t need to feel guilty about declining this burdensome job.

If you don’t want to be executor, don’t hold up the process.

If you don’t want to serve, no problem. But DON’T ignore the fact that you were nominated, or ghost the deceased’s loved ones when they reach out to you.

Even if you decline to be executor, you can still be very helpful to the heirs by signing the necessary paperwork in a timely manner. It’s just one form, and if you take care of it quickly, it saves everyone the headache of going to court.

If you wants to decline executorship, and sign and notarize your renunciation form, the court and heirs can easily move on to the next nominated executor in the will. But if you don’t sign or are just unresponsive, then the court must set a court date, which means hiring process servers, more time and lawyer fees and expenses to set up the hearing. Also, you probably won’t like it when a process server shows up at your house (or workplace!) to serve you with court papers. For all these reasons, it’s in everyone’s best interest to sign promptly!

How do you say “no” to being an executor?

How do you say no to being an executor

You say “no” to being an executor by simply signing a form that says you renounce the role. Get it notarized return it to be filed with the courts. After that, you’re done!

If you don’t want to be executor, can you lose your inheritance?

No, renouncing the executor position and renouncing your inhertinace are separate decisions. If you’re a renouncing executor who’s also an heir, don’t worry that by signing a form that says “renunciation,” you’re also giving up your inheritance.

If you read the executor renunciation form closely, you’ll see that it only applies to your executor nomination, not your inheritance. It’s understandably confusing because if you DID want to give up your inheritance, that paperwork is sometimes also titled “renunciation” of inheritance.

What happens if an executor renounces their role?

What happens if an executor renounces their role

If an executor declines to serve in the role, either the will or default inheritance laws will direct who else will be in executor, instead. Most wills typically name at least one, and often two, backups (successor executors). If the first nominee renounces, the second will be asked to serve. If that person also declines, you’ll keep going down the line of successors until someone accepts.

Even if the deceased hasn’t named any backups in their will, you still have other options (hiring a professional executor or leaving it to a government official).

What if someone dies without making a will?

When a person dies “intestate,” or without a valid will, the state default inheritance law determines who will serve as executor. Each state has its own guidelines, typically based on next-of-kin (the person’s closest living relatives).

Ready to hand off the estate?

I serve as professional executor for New York estates: from the first court filing to the final property sale. So your heirs don’t have to.

What if no one wants to be executor?

What if no one wants to be executor

If there’s absolutely no one who’s willing or able to be executor, a government entity will be appointed to fill the role. Every state and locality has an official tasked with handling abandoned estates.

A word of caution: Unlike family, heirs, or professional executors, government officials are not held personally liable for mistakes made in handling the estate. As you can imagine, it’s only human nature that effects a government agencies motivation to be as efficient and accurate as possible.

Government executors also have different rules and procedures they must follow, which may not always work out best for the heirs. For example, some government executors must sell real estate by auction on the courthouse steps, not by broker on the open market. That can lead to less-than-optimal sale prices, which means a smaller inheritance for heirs.

Bottom line: You want to choose your own executor.

Can an executor appoint another executor?

Can an executor appoint another executor

No, if you decline to serve as executor, you don’t choose your replacement. If you decline, then priority goes to the successor executors named in the will (or by next-of-kin default inheritance law, if there’s no will).

Note, there are two exceptions to this rule.

One is ancillary probate, where you’re already the court-appointed executor in another state or country. If you decline (or cannot) serve as ancillary executor in New York, then you’re able to choose who serves in New York instead,

Another exception is when the heirs unanimously agree to choose the executor. If none of the successor executors and next-of-kin is willing or able to serve as executor, then many state laws allow the heirs to designate a non-family member, non-beneficiary to serve as executor. The heirs will usually choose to hire a professional executor, lawyer, or bank. So if you’re a declining executor AND an heir, and no successors or next-of-kin are willing to serve, you may have some choice in who serves as executor instead.

Can an executor resign during or after probate?

Can an executor resign during or after probate

Yes, you can resign as executor during probate, but it’s way easier and less expensive to decline from the beginning.

If you renounce the executor role before you’ve received your court-appointment, then all you have to do is file that one simple form. But once the court has appointed you as executor and granted your letters testamentary, there’s a whole separate court process for resigning that’s MUCH more complicated.

You’ll have to file a petition, set a court date, serve process on all parties, and prepare an accounting to show the court and heirs everything you’ve done up until this point. All of this will cost you time and money (think: court and lawyer fees).

If you don’t want to be executor, save yourself (and everyone else) a lot of hassle and decline early.

Can you hire a professional executor to take over?

Can you hire a professional executor

Yes, you can hire a professional executor if the nominated executors are unwilling or unable to serve.

If you’ve been named executor and you decide it’s too much of a burden, the heirs can hire a professional instead. There’s no need to go down the next-of-kin list until you find somebody who’s remotely willing and competent.

You can relieve yourself of the burden by hiring a professional executor: a skilled expert (here’s more about our practice) who will handle every last detail of your loved one’s affairs with the care, efficiency, and attention they deserve.

What is a professional executor?

A professional executor is someone who settles estates for a living. They can be licensed individuals (usually a lawyer, like me) or someone who works for a bank or trust corporation. And they’re not just someone who does the paperwork. A pro will manage every single task (even selling a deceased’s person’s home and cleaning out the property for sale).

Why use a professional executor?

Hopefully after reading this post, you’ve gotten a sense of the huge amount of work that goes into being an executor. Many people are happy to outsource this very burdensome job to a pro who will get it done right. See why clients hire a professional executor — or learn what I do and get in touch if it sounds like a fit..

What does it cost to hire a professional executor?

Executor fees in New York are set by statute — the same whether you hire a professional or a family member. And there’s no money out of pocket: fees come from the estate at closing, not from the heirs upfront. See how executor fees work →

Next steps if you don’t want to be an executor

If you have any doubts about serving as an executor, here are the steps to follow right now:

  1. Confirm that you don’t want to serve, now that you know all the options.
  2. Determine if there are successors who WILL serve.
  3. If not, consult with a professional executor.
  4. Sign, notarize, and return the renunciation form.

If you’d like to chat, contact us for a free consultation.

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