Executor's Checklist and Guide
Comprehensive checklist guiding an executor through the probate process, from locating the will to final distribution of assets.
Instructions
Use this checklist to track your duties as executor: locate the will, file with the probate court, obtain letters testamentary, notify beneficiaries and creditors, inventory assets, pay debts and taxes, file the final income tax return and estate tax return (if required), distribute assets per the will, and file a final accounting with the court. Consult an attorney for complex estates.
This is legal information, not legal advice. Laws vary by jurisdiction and change frequently. Always verify current law with official sources and consult a licensed attorney in your jurisdiction for advice on your specific situation.