Does my Executor need to be local?

Not necessarily. However, it may become more difficult for your Executor to handle the day-to-day matters of the estate if he or she is not local. This is particularly true if your Executor doesn’t have access to a local bank or attention is needed for other issues arising far away from the Executor. Logistically, correspondence with the local court and other institutions may be more difficult. Also, the Executor may be required to make a personal appearance at a court hearing. A non-local Executor could mitigate some of these hurdles by hiring a local law firm for assistance.

About the Authors

John Cocklereece headshot

John A. Cocklereece, Jr.

John Cocklereece concentrates his practice on property tax appeals, business law, tax controversies, and estate planning and administration.
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Attorney Travis Woolen

Travis Woolen

Travis joined Bell, Davis & Pitt shortly after graduating from law school. Focusing his practice on trusts and estates, he regularly advises clients regarding the preparation of simple Wills, Revocable Trusts, and Powers of Attorney, as well as more complex tax planning trusts and other documents to carry out his clients’ desires in a tax-efficient manner. Travis also regularly helps implement estate plans by representing fiduciaries in the administration of trusts and estates.
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