Legal Question in Wills and Trusts in Illinois

What documentation is needed for a person who is named as backup executor to act as the executor? We have an elderly aunt with dementia whose will lists her first choice for executor as a niece that nobody has heard from in years, and doesn't know the whereabouts of. A different niece is her Power of Attorney, and is named as backup executor. The aunt is now under Hospice care, and we know the POA stops upon her death. It would be easier if the same niece could continue as executor. (How else can we pay utility bills until her home is sold, etc?) What proof must we have that we've tried to locate the first person named as executor but haven't been able to, OR if we somehow do find the person, is there something they have to sign to say they aren't interested in being executor?


Asked on 11/03/10, 7:10 am

2 Answers from Attorneys

Gregory Turza Law Offices of Gregory P Turza

Yes, the easiest way is to find the executor and have her sign a Declination of Office simply stating, for example: "I, not having undertaken any duties of office, hereby decline to serve as Executor of the Last Will of [NAME OF DECEDENT].

Otherwise you will have to do it on Motion. Either way you will have to do it after your aunt's death unless signs a codicil making the change. You said she was in hospice but you didn't say whether or not she was still mentally competent.

As always it is worth taking the time to consult with an attorney. I can be found at www.legacylaws.com. Be well.

Read more
Answered on 11/08/10, 8:00 am
Caroline Palmer Law firm of Caroline Palmer

You have to show the court that you have made a genuine and exhaustive attempt to locate the individual named as executor before you can have the backup appointed. This would have to wait until the aunt dies and the estate goes into probate. Then the judge can appoint a temporary executor to manage affairs until the real executor can be located or it is shown that that individual cannot be located.

If you do find the person and she does not want to act as executor, she needs to sign a witnessed and notarized affidavit or tell the probate judge in person.

All of these actions will require the estate to go through probate after the aunt dies. You will not be able to legally sell the house, change executors, or dispose of any of the aunt's property after death until the estate has gone through probate.

Read more
Answered on 11/08/10, 8:07 am


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in Illinois