An Executor’s Checklist – The Responsibilities Of An Executor Of An Estate

Set out below is a very extensive checklist for the executor of an Estate. While many of these items may not apply to your situation, nor is there a strict requirement to follow this checklist, the checklist meant to assist you in what can seem an overwhelming responsibility. Preliminary Matters Locate and review the Will; review it for specific instructions concerning funeral wishes Make funeral arrangements, if necessary Obtain original copies of the Proof of Death certificate Assess the financial needs of immediate family members and of the estate Forward mail, discontinue telephone - cell and landline, television, newspaper, magazine subscriptions, etc. Contact all individuals with possible interest in the estate - set expectations and provide them with an overview of the process, from probate to distribution Arrange for care and adoption of pets - review the Will to determine if this has been addressed in the Will Safeguarding the... Read more