Learn how joint executor appointments work in Ontario and what to consider before naming more than one person in your will.
Naming joint executors means appointing two or more people to administer your estate together. This may provide shared skills and oversight, but it can also cause delays if the executors disagree.
Choosing an executor is one of the most important parts of making a will. In Ontario, this person is formally called an estate trustee. You may name one person or appoint two or more people to act together as joint executors.
People considering joint executors in Ontario appointments often want to treat their children equally or share a demanding role. This can work well, but only when the people selected can communicate and make decisions together.
The Benefits of Naming Joint Executors
Joint executors can bring different strengths to estate administration. One person may understand the deceased’s finances or business, while another knows the family and its needs.
Sharing the role may also provide:
- Help with a large or complex estate
- Greater oversight of financial decisions
- Support when dealing with beneficiaries
- A balance between different sides of a family
Ontario allows more than one estate trustee to be named in a will. Each estate trustee must follow the will and carry out their legal duties.
The Possible Drawbacks
Joint executors generally need to work together. Banks, courts, buyers, and other organizations may require documents or instructions from everyone appointed.
Problems may arise when executors:
- Live far apart
- Have different views about selling property
- Disagree about distributions or expenses
- Have a strained personal relationship
- Cannot respond to decisions at the same time
These issues can delay probate and estate administration. Conflict between executors may also increase tension among beneficiaries.
Choosing People Who Can Work Together
Do not appoint joint executors only because naming one child feels unfair. The executor’s role is a job, not an inheritance or family honour.
Consider whether the proposed executors are organized, trustworthy, available, and able to communicate calmly. For a business owner, it may help to appoint someone who understands the company, its records, and any shareholder agreements.
When planning joint executor arrangements, the will should also address what happens if one person dies, becomes incapable, or does not wish to act. Naming an alternate estate trustee can help prevent a gap.
Weigh the Decision Carefully
Joint executors may offer shared knowledge and support, but more decision-makers do not always make estate administration easier. The best choice depends on the estate, the people involved, and the likelihood that they can cooperate.
To discuss your options, speak with Samantha Machado, review our Estate Planning services, or read our Practical Guide to Estate Planning in Ontario.
Quick FAQ
Their authority depends on the will and applicable law. Joint executors will often need to act together when making decisions and signing estate documents.
Not always. Financial institutions, courts, and third parties may require all appointed executors to approve or sign a transaction. Legal advice may be needed if one executor cannot or will not participate.
A disagreement can delay the administration of the estate. The executors may need legal advice, mediation, or, in serious cases, directions from the court.
