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.

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.

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

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

Whether you’re serving as an executor or just looking for the right person to take that role, the executor process should be easy. And guess what? It can be! We’re going to show you all the steps.

A Deadly Mistake Uncovered on Executor Accounting Spreadsheet and How to Avoid It What the In-Crowd Won't Tell You About Executor Accounting Spreadsheet