Legal Question in Wills and Trusts in New York

Can my Executor be my Beneficiary

I would like to make my girlfriend the Executor of my Will plus be my Beneficiary at the same time. Is this possible in New York State.


Asked on 4/13/05, 7:02 pm

2 Answers from Attorneys
Andrew Nitzberg Andrew Nitzberg & Associates

Re: Can my Executor be my Beneficiary

No problem. It is ok in every state. This is not a 'conflict-of-interest' situation.

If you need an attorney to review your documents, i would be happy to make myself available.

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Answered on 4/13/05, 8:39 pm
Walter LeVine Walter D. LeVine, Esq.

Re: Can my Executor be my Beneficiary

Yes, and this is frequently the case. All you need to do is prepare a Will naming her in both capacities. One caution, what happens if the relationship does not work out? You will have to change or redo your Will if that happens. I suggest putting a clause in your Will which describes under what circumstances she inherits and is executor, and, if the relation has terminated, you provide alternatives. If you need assistance, contact me directly.

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Answered on 4/14/05, 12:05 pm


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