We created a living trust with what I believe is called a "pass down" will. The will only includes our son and daughter as beneficiaries and we listed a close friend as the executor. Since the death of her husband she no longer wants to participate. Do we need to amend the trust to eliminate the executor wording and do we even need an executor?
If you have assets that are not in your living trust, you need a Personal Representative (formerly known as executor). Speak to your estate planning attorney. It should be a minor amendment (called a "codicil") to your will. I recommend adding one or two alternates in case your name Personal Representative will not or cannot serve
The advice given is general for information purposes only and should not be relied on. You should consult with an attorney of your choice to fully advise you about your legal rights and obligations.
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