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Saturday, August 24, 2013

Worried about how you and the co-executor will get along?

It's rare that people can actually recognize estate troubles approaching. Most of us don't see the train coming until it runs us over. One reader, however, wrote to me to express his reservations about being named as a co-executor with a sibling. His question and my answer appear below:

"I am one of two siblings. I really hope I don’t have to go through any of this for a very long time but I really don’t have a clue how things are going to unravel because at the present we are both power of attorney and my brother continues to make all the decisions, not that that has been a huge issue so far. What I am worried about is when she passes, my mother has made us both executers of the will and I don’t communicate very well with my brother as he has always just done what he wants and thinks is best.  What do you recommend and is there a system that regulates how things are dealt with?"

Normally I would suggest to someone who is reluctant to act as executor to make sure they tell that to the person who has named them. However, since you and your brother are acting under the POA, I assume that your mother is having some issues with capacity. This means she is likely not able to make a new will or codicil that removes you as an executor (or removes your brother, or whatever she would choose). There is no point distressing her by telling her that her plans won't work out, if she isn't able to change them.

So, given that you are prevented from doing anything pro-active about the situation, you will have to do something about it once your mother has passed away. Here are your options, as I see them:

1.  Renounce (or give up) your right to act as executor and let your brother do the job alone. If you are considering this option, make sure you do this right at the very beginning, otherwise you lose the chance to renounce and will require court permission to quit. You said that your brother mostly does what he wants and thinks is best, and you don't seem to have a problem with his intentions or outcomes. Assuming you trust him to do an honest job of it, perhaps it would be worth giving up the job of executor to maintain a good relationship with your brother and avoid the struggles that may occur.

2.  Take on the job as directed in your mother's will, knowing that it's going to take some real effort to communicate effectively. If you two act as co-executors, you will both have to sign documents and you'll have to agree on many things, from the selling price of the house to who is going to get the family photo albums. It might not be enjoyable, but it can be done.

3.  If you two simply can't manage the estate together because of communication issues, consider hiring a trust company to manage things as agent for both of you.

I doubt that your mother even considered the question of how you two would manage together. Very, very rarely do parents think about that. They are usually more concerned with treating you both equally and not appearing to favour one child over the other.

You asked if there is a system that regulates how things are dealt with. There is nobody from the courts or the government who automatically oversees how estates are going. The only system that deals with estates is the court system, and only if someone goes to the court and starts a lawsuit. So in other words, an executor can run off in all directions, lose money, screw up the papers, upset everyone - but the courts won't know or become involved unless someone files a complaint. The "someone" I mention is usually a residuary beneficiary of the estate.

Most executors rely on the professionals they've  hired, particularly the lawyer who applies for probate, to give them advice on what they need to do. This arrangement has its limitations, as the lawyer works for the executor, and not the other way around, so the lawyer can't force an executor to do anything.

I hope this gives you a better idea of what may be coming down the pipe for you.


  1. Hi Lynn. I am currently acting as a co executor for my mother's estate (I am also a beneficiary along with my two sisters.) The other executor is my mother's brother. We are now in litigation and have served him with a court order to pass accounts as he has made numerous claims against the estate and refused to show vouchers or source documents for these claims. Part of the inheritance is my mother's portion of her parents' estates that her brother never dispersed to her. The passing of accounts was also issued to me but my lawyer and my uncle's new lawyer can't agree on how to process the paper work and now my portion of the accounts is pass the deadline. Could my case be dismissed simply because my lawyer missed the deadline submitting my accounts?

    1. Yes, sometimes cases are tossed out because documents were not filed within time. If this was the fault of your lawyer - which means you gave clear instructions to file the documents and you provided everything to the lawyer that you were supposed to provide - then you have recourse against the lawyer for his mistake.


  2. Hi Lynne,

    I hope you can reapond to this.

    My aunt and i were named as co-executors of my mothers will. She passed in 2015 with no "estate". She was bankrupt and penniless.
    I was told my my aunts and uncles including the co-executor to do what i wanted with the contents of her apartment.
    It was mostly garbage or clothes/furniture that ive donated to good will.

    The co-executor didnt participate in any of the decisions or cleanup of my mothers apartment. I brought her everything ive found that looked like it might have sentimental value.

    Things were alright until recently. I havent been able to bring myself to bury my mothers ashes yet. This weekend i recieved a demand from my aunt to bury my mother out of duty and there was name calling. As well ive just been advised that some things ive disposed of were "antiques" which she claims are work more than $10,000 and that im also respinsible for a debt of $35,000 that my mother owed to the family.

    Not sure what to do. I wasnt aware of any of these items or this debt. My mother just went bankrupt a few months before her death.

    Do you have any advise?


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