Executor Appointment - Document Builder 👷‍♂️

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🧾 Executor Appointment — Testator & Jurisdiction

Identify the testator, will status, and the probate court/jurisdiction.

Testator Full Legal Name *

Testator DOB

Testator Address *

Testator Phone

Testator Email

Country/State/Province (Governing Law) *

County/District & Probate Court Name *

Will Status *

I already have a will
I am preparing a new will here
Codicil/amendment only

Existing Will/Codicil Date *

Optional Background

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👤 Primary Executor / Co-Executors

Nominate who will serve first, and whether co-executors may act together or independently.

Appointment Style *

Single Executor
Co-Executors

Action Rule *

Must act jointly
Either may act independently
Majority may act

Executor #1

Executor #1 Full Name *

Executor #1 Email

Executor #1 Phone

Executor #1 Address *

Relationship to Testator *

Spouse/Partner
Child
Relative
Friend
Attorney
Fiduciary company
Other

Describe *

Executor #2 Full Name *

Executor #2 Email

Executor #2 Phone

Executor #2 Address *

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🔁 Successor / Alternate Executors

Name who serves if the primary cannot or will not act.

Number of Alternates *

Alternate #1 Full Name *

Alternate #1 Full Name

Alternate #1 Phone

Alternate #1 Address *

Alternate #2 Full Name *

Alternate #2 Full Name

Alternate #2 Phone

Alternate #2 Address *

List all alternates *

Order of Succession *

In listed order
Any may serve (first available)
Any two may serve together

If all named are unable/unwilling *

Court to appoint
Majority of adult beneficiaries nominate
Trust protector/agent nominates
Other

Describe rule *

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⚙️ Executor Powers, Restrictions & Digital Assets

Choose broad statutory powers and any bespoke limits or instructions.

Powers Granted (select all that apply) *

Collect, manage, and distribute estate
Independent administration (where allowed)
Sell real/personal property
Compromise/settle claims
Continue or wind up business
Hire professionals (lawyer/CPA/appraiser)
Make tax elections/allocations
Access digital assets/accounts
Maintain/reside in home temporarily
Invest pending distribution
Other

Add specifics

Real Property Sale without court order? *

Yes
No
Only with beneficiary consent

Specific bequests take priority over residue? *

Restrictions / Instructions

Digital Assets Instructions

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💼 Bond, Compensation, Accounting & Resident Agent

Set bond/waiver, fees, reporting, and agent for service if required.

Bond *

Waived
Required
Required unless executor is spouse/child

Bond Amount/Formula *

Executor Compensation *

Statutory schedule
Percentage of estate
Hourly (reasonable)
Waived
Other

Describe rate/limits *

Accounting to beneficiaries *

Annual
On request
Final only
Court-approved
Other

Describe

Resident Agent for Service (if executor is out-of-state) *

Not needed
Yes — appoint agent

Resident Agent Name *

Resident Agent Address *

Resident Agent Email

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✅ Declarations, Notarization/Witnesses & ✍️ Signatures

Add execution formalities and obtain acceptances.

Declarations

Testator Acknowledgements *

I nominate the above executor(s) to serve
Co-executor action rule as selected
Powers granted as selected
This nomination is intended for use in my will/codicil
E-signatures valid where permitted.

Execution Formalities

Notarization required? *

Notary block text *

Number of Witnesses *

Signatures — Testator

Testator Signature *

Testator Sign Date *

Signatures — Executor Acceptance (recommended)

Collect acceptance now? *

Executor #1 Acceptance Signature

Executor #1 Acceptance Date

Executor #2 Acceptance Signature

Executor #2 Acceptance Date

Witness Blocks

Witness #1 Name

Witness #2 Name

ID/Proofs/Supporting Documents (PDF/ZIP)

Drag & Drop Files, Choose Files to Upload

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