Executor of estate checklist

Serving as executor for someone’s estate plans is a lot of work. You can definitely simplify the process with a free custom digital checklist of your duties that you can get here on this site. That said, it makes sense to have a potential interest being compensated. You have the power of attorney for the...

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

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

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

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?

A checklist for how to organize your estate related documents

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

Blog post on how executor.org helps executors by putting together a comprehensive checklist of everything that needs to get done to close out an estate

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

A personal story from a financial planner’s own family illustrates the importance of being prepared … and what happens when your parents aren’t.