Executor’s Checklist

If you’ve been named executor of someone’s will, you’ll need to quickly put together a list of all documents and notify key persons and organizations about the decendent’s demise. These crucial tasks are in addition to the actual probate process. 

While I do not recommend that you execute a complex will without the guidance of an experienced attorney, I’ve also known of executors being able to do so when the will is simple and straightforward with no contentious issues (e.g. validity). 

I’ve prepared a useful checklist, which I share with my clients, and which I hope you will find helpful. If you have questions, feel free to contact me