An Executor Checklist for Settling Affairs
- March 30, 2016
- Estate and Legacy Planning
How do you successfully carry out your appointed duties as an executor?
The executor of your will provides a very important role in handling your affairs once you have passed away. A lot of people don’t know where to start.
The responsibility can be an overwhelming and emotional process that requires time, patience and a certain amount of organizational skill. The executor is charged with sorting out the finances, paying debts and administratively dividing what remains among beneficiaries.
Having a clear roadmap can help an executor stay on track. Download our free Executor Checklist for a list of things to be done within a projected timeline.
This document is a guide. Seek the advice of an attorney, an accountant, an appraiser, a professional who can provide expertise through the process.