When can you remove an executor?
Asked by: Joaquin Howe | Last update: February 16, 2026Score: 4.1/5 (18 votes)
You can remove an executor for mismanagement, fraud, conflict of interest, or incapacity, but it requires proving gross misconduct or failure to perform duties through a formal court petition, as simply disliking them isn't enough; you need evidence of actions like embezzling funds, failing to provide accounts, or self-dealing to protect the estate.
How hard is it to have an executor removed?
Removing an executor in California is possible, but it requires substantial evidence and patience. Here are a few key points to remember: Courts are generally reluctant to remove executors and will often grant them additional chances to fulfill their duties.
On what grounds can an executor be removed?
Where a court is satisfied the executor has or is not acting in the best interests, removal is a likely outcome. Any evidence available as to how significant it was for the deceased to have his or her chosen executors administer the estate.
When can an executor be removed?
Section 54 outlines the grounds for removal by the Master or the Court, while Section 22 provides for objections to the appointment of an executor. Grounds for removal include incapacity, invalidity of the Will, fraud, theft, dishonesty, or a criminal conviction resulting in imprisonment without the option of a fine.
How difficult is it to change the executor of a will?
An attempt by the beneficiaries to remove the executor is not an easy application. The beneficiaries must prove serious misbehaviour before the court will even consider forcing an executor to step down.
The Guide to Removing an Executor of Estate | RMO Lawyers
Who has the power to remove an executor?
After Probate – Removal of Executors
Historically, this action is brought to the High Court and requires robust evidence of misconduct or other significant failings. The court may: Revoke the grant of probate. Appoint a new personal representative to act on behalf of the estate.
What are common executor mistakes?
Common executor mistakes include poor record-keeping, paying debts or distributing assets too early, failing to communicate with beneficiaries, commingling personal and estate funds, mismanaging assets, and delaying the probate process, all of which can lead to legal issues, personal liability, and family disputes. Executors often lack experience and try to handle everything themselves, overlooking the need for professionals like attorneys or CPAs to navigate complex tasks, tax filings, or proper asset valuation.
How much does it cost to remove an executor?
That said, the average fees for executor removal cases generally fall within the range of $20,000 to $80,000, with fees for cases that go to trial often being upwards of $100,000. Complex cases with more assets at stake can cause fees to multiply.
How long does it take to remove an executor from a will?
How long does it take to remove an executor? Assuming the claim does not settle, it normally takes around 12-15 months for the claim to get to the Court for a final hearing after it has been issued.
Can a beneficiary remove an executor?
The beneficiaries and the executor agree by consent to the removal of the executor and the appointment of another party to administer the deceased estate. Although an application to the court is still required and the court must approve the change, an agreement reached means the application is not contentious.
How much to remove an executor?
A typical costs estimate for applying to court to remove an executor is between £10,000 and £30,000 plus VAT. However, in cases where the issues in dispute are complicated and the evidence is complex, then that figure could be greater. We therefore assess each case individually and on its own facts.
Who has more power, a beneficiary or executor?
Yes, an executor has significant administrative power to manage and distribute the estate according to the will, but this power is subordinate to the will's instructions and the beneficiaries' rights; the executor's main power isn't to decide who gets what (that's the will's job), but to execute the will's directives fairly and efficiently, acting in the best interest of all beneficiaries, and beneficiaries have rights to information and legal recourse if the executor fails in this duty.
What are the biggest mistakes people make with their will?
“The biggest mistake people make with doing their will or estate plan is simply not doing anything and having no documents at all. For those people who have documents, the next biggest mistake people make is to let the documents get stale.
Under what circumstances can an executor be removed?
The Process of Removing an Executor from a Will
If the executor's reasoning is not satisfactory, they refuse to act properly, or they do not respond, you may proceed by making an application to the court in order to remove them.
How to deal with a bad executor?
If an executor improperly interprets or deviates from a will's terms, beneficiaries have the right to challenge their actions. They can petition the court to compel the executor to follow the will or, if necessary, file a petition for instructions themselves to ensure the estate is administered fairly and properly.
What disqualifies an executor?
Surrogate's Court Procedure Act § 707 states that a nominated executor is ineligible to serve it if they are: (a) an infant; (b) an incompetent or incapacitated person as determined by the Court; (c) a non-citizen or non-permanent resident of the United States; (d) a felon; and (e) one who does not possess the ...
What is the process of removing an executor?
In terms of Section 54(1) of the Act, the Executor can only be removed from office by the Master of the High Court or by a court of law, depending on the grounds for removal.
What is the 2 year rule for deceased estate?
The "two-year rule" for deceased estate property, primarily in Australia (ATO) and relevant to U.S. spousal rules, generally allows beneficiaries to sell an inherited main residence within two years of the owner's death to qualify for a full Capital Gains Tax (CGT) exemption, resetting the cost basis to the market value at death and avoiding tax on appreciation; exceptions and extensions exist for factors like spouse usage or estate delays, but it's crucial to sell and settle within this period or apply for extensions.
How long does an executor of a will have to settle an estate?
Simple estates might be settled within six months. Complex estates, those with a lot of assets or assets that are complex or hard to value can take several years to settle. If an estate tax return is required, the estate might not be closed until the IRS indicates its acceptance of the estate tax return.
What happens if an executor is removed?
A court that removes an executor must appoint someone else to take over the job. If the will names an alternate executor, generally, the court would appoint that person to serve unless there's some legal reason the person can't fill the post.
Does an executor of a will always get paid?
The amount varies depending on the situation, but the executor is always paid out of the probate estate. Typical executor fees are meant to compensate for the time and energy involved in finalizing someone else's affairs.
Is there a time limit for an executor to finish their duties?
Yes, executors have time limits, but they're generally based on "reasonable time" and state laws, not a single deadline; simple estates might settle in under a year, while complex ones (with debts, disputes, or hard-to-value assets) can take years, though beneficiaries can petition the court for action if delays are excessive. Key factors affecting timelines include court filings, creditor claims periods (often months to a year), tax processes, and potential legal challenges.
What are the six worst assets to inherit?
The 6 worst assets to inherit often involve complexity, ongoing costs, or legal headaches, with common examples including Timeshares, Traditional IRAs (due to taxes), Guns (complex laws), Collectibles (valuation/selling effort), Vacation Homes/Family Property (family disputes/costs), and Businesses Without a Plan (risk of collapse). These assets create financial burdens, legal issues, or family conflict, making them problematic despite their potential monetary value.
What is the 7 year rule for inheritance?
The "7-year inheritance rule" (primarily a UK concept) means gifts you give away become exempt from Inheritance Tax (IHT) if you live for seven years or more after making the gift; if you die within that time, the gift may be taxed, often with a reduced rate (taper relief) applied if you die between years 3 and 7, but at the full 40% if you die within 3 years, helping people reduce their estate's taxable value by giving assets away earlier.
Do all beneficiaries have to agree to sue an executor?
If the executor fails to meet their legal obligations, a beneficiary can sue them for breach of fiduciary duty. If there are multiple beneficiaries, all must agree on whether to sue an executor.