After Loss Tool
Executor Checklist
Being named an executor is a significant responsibility. This checklist lays out your duties in order, so you can carry out your role with confidence and care.
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Getting Started
Locate the original will
Obtain certified copies of the death certificate
Order 10–15.
Confirm you are willing and able to serve
You can decline if needed.
Understand your fiduciary duty
You must act in the best interests of the estate.
Opening the Estate
File the will with the probate court
Get formally appointed by the court
You’ll receive documents granting you authority.
Notify beneficiaries and heirs
Notify and publish notice to creditors
Open an estate bank account
Managing the Estate
Inventory and value all assets
Secure and maintain estate property
Keep insurance and utilities current.
Keep meticulous records of everything
Every transaction and decision.
Pay debts, taxes, and expenses
From estate funds, in priority order.
File the final tax returns
Closing the Estate
Distribute assets to beneficiaries
According to the will.
Obtain receipts from beneficiaries
Provide a final accounting to the court
If required.
Formally close the estate
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