If you’re acting as an executor, it’s natural to feel unsure.
Most people in this role are doing it for the first time, and mistakes are more common than you might think.
This guide highlights the most common executor mistakes and how to avoid them.
In simple terms
Many common executor mistakes come from missing information, incorrect paperwork, or not understanding the process.
In plain English
The most common issues are:
- Missing documents
- Incorrect forms
- Delays in taking action
These can slow everything down.
Common mistakes
1. Not locating the will properly
Using a copy instead of the original can cause delays.
2. Not understanding the estate
Failing to identify all assets and debts early can lead to complications later.
3. Incorrect or incomplete applications
Small errors in probate applications may:
- delay approval
- require resubmission
4. Delaying communication
Generally, not contacting banks or institutions early can slow the process.
5. Losing track of tasks
Without a clear system, it’s can be easy to:
- forget steps
- repeat work
- miss deadlines
6. Distributing assets too early
Executors should generally avoid distributing assets until:
- debts, liabilities and relevant legal requirements have been addressed.
Why these mistakes matter
Even small mistakes may:
- add delays, often weeks or longer
- increase costs
- create stress
How to avoid mistakes
You can reduce risk of avoidable mistakes by:
- staying organised
- following a structured process
- double-checking documents
Many people use our checklist or guide to stay on track.
What should you do next?
Use: Executor responsibilities checklist
Learn: How to apply for probate
Prefer a simple step-by-step guide?
A structured guide designed to help you:
- avoid common mistakes
- stay organised
- move through the process more confidently
Get the Probate Starter Guide ($49)
When to get help
Consider getting help if:
- the estate is complex
- there are disputes
- you feel unsure
Take things one step at a time
Being an executor comes with responsibility, but it doesn’t have to feel overwhelming.
With the right structure, you can work through it step by step.