Executor of estate checklist

Whether you’re planning ahead for your own heirs or have been asked to serve as an executor of an estate for someone else, it pays to understand what the role requires.

What documents, information, and other papers do you need when someone dies? If you are the spouse or executor of the estate of a person who has passed away, there are many documents you will need to work through. Accounts to close, property and assets to distribute, bills to pay. What papers do you actually need?

Acting as the executor of estate means taking on a series of responsibilities. Read more to learn about the duties of an executor.

Task checklist for estate executors and personal representatives, covering duties and responsibilities including probate. Interactive version available with automatic customization.

If you’re in charge of handling the affairs for a recently deceased loved one, this guide offers a helpful checklist.

Being named the executor of someone's estate comes with important duties and obligations. Here are the 3 most important duties of an executor:

Tips for listing out all your parents' stuff and how to keep track of it all. Good for future garage or estate sale clean outs.

Estate planning is one of the most important things you will do during your lifetime. Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect your assets and preserve your legacy. There are many steps that go into this process. This estate planning checklist will help […]

Easy to understand, award-winning interactive guide of executor duties, including state-specific tasks with due dates, and online calculations