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Understanding the Role of an Executor or Trustee in Kansas
When creating an estate plan in Kansas one of the most important decisions you’ll make is who will serve as your executor or trustee. While these roles are often confused, they have different responsibilities. Choosing the right person can help ensure your wishes are carried out smoothly and with minimal stress for your loved ones.
What Does an Executor Do in Kansas?
An executor (sometimes called a personal representative) is appointed in your last will and testament to handle your estate after you pass away. In Kansas, this process takes place through the district court in the county where you resided at the time of your death.
An executor’s duties may include:
- Filing the original will with the Kansas probate court
- Notifying beneficiaries and creditors
- Collecting and managing estate assets
- Paying outstanding debts and taxes
- Distributing property as directed in the will
Because probate in Kansas can take at minimum six months, your executor should be someone who is responsible, organized, and willing to work with attorneys and the court system.
What Does a Trustee Do in Kansas?
A trustee manages the assets held in a revocable or irrevocable trust. Unlike an executor, a trustee’s work usually takes place outside of probate court, which often saves time and money.
Trustee responsibilities include:
- Managing and investing trust assets wisely
- Following the instructions in the trust document
- Making distributions to beneficiaries as required
- Keeping accurate records and providing reports
- Acting in the best interests of the beneficiaries
Because a trust may last for many years, a trustee’s role can be long-term and ongoing, requiring consistent attention and judgment.
Executor vs. Trustee: Key Differences
- Court Oversight: Executors work under probate court supervision, while trustees generally do not.
- Duration: An executor’s role typically ends once the estate is settled. A trustee may serve for many years.
- Responsibilities: Executors handle estate administration, debts, and taxes. Trustees manage trust property and ongoing distributions.
How to Choose the Right Executor or Trustee
When choosing someone for either role in Kansas, look for a person who is:
- Honest and trustworthy
- Financially responsible
- Good at communication and organization
- Willing to seek legal or financial guidance
Some families choose a relative, while others prefer a professional trustee or corporate fiduciary, especially when assets are complex or family relationships are sensitive.
For guidance, you may want to speak with a Kansas estate planning attorney who can help you evaluate your options.
FAQs About Executors and Trustees in Kansas
Who can be an executor in Kansas?
In Kansas, an executor (personal representative) must be at least 18 years old and of sound mind. Many people choose a spouse, adult child, or trusted friend, but you may also appoint a professional or corporate fiduciary.
Do executors in Kansas get paid?
Yes. Executors are entitled to “reasonable compensation” for their work. This is often based on a percentage of the estate or an hourly rate, depending on the complexity of the estate.
Does a trustee have to go through probate in Kansas?
No. One of the main advantages of creating a living trust in Kansas is that it avoids probate. Trustees manage and distribute trust assets directly, without court involvement.
Can one person serve as both executor and trustee in Kansas?
Yes. If your estate plan includes both a will and a trust, you may appoint the same person to serve as executor and trustee. This can streamline administration, but it is not required.
How do I know if I need both an executor and a trustee?
Most people with a simple estate only need an executor. However, if you create a trust to avoid probate, manage complex assets, or provide long-term support for loved ones, you will also need to appoint a trustee.
Final Thoughts
Both executors and trustees play a vital role in your Kansas estate plan. By understanding their responsibilities, you can make informed decisions that protect your legacy and provide clarity for your family.
If you need help deciding who should serve as executor or trustee in your estate plan, the attorneys at Minter & Pollak, LC can guide you through the process and ensure your plan works as intended. Contact us today at (316) 265-0797 or click here to schedule a free estate planning consultation.
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