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Executor Checklist

Being named someone’s executor is an honor. It shows that the person drafting the will finds you trustworthy and responsible. You are the one he or she trusts to settle their estate, including, among other tasks, managing beneficiaries’ and creditors’ expectations, managing and doling out assets, maintaining properties, and paying bills. Depending on the size and complexity of the estate, the task can be daunting and time-consuming. However, this checklist can help you formulate a plan and keep track of the many tasks involved in dispensing an estate.

Sign up below and we’ll either email or send via U.S. Mail our Executor Checklist. This great document will help you with the questions you need to ask and provide worksheets to make sure nothing slips through the cracks.

To see a sample of the Executor Checklist. 

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