What this tool does
Executor Duties (After Loss) - track your progress with this interactive checklist.
How to use
- Work down the list and tick each item as you finish it.
- Ticks are saved on this device, in your browser, so they are still there when you come back.
What this checklist covers
The list has 1 group and 11 items.
- Executor Duties After Loss (11 items): Secure property and valuables; Ask how many certified copies of the death certificate you will need, and order them; Locate the will and any codicils; List who needs to be told, such as the employer, banks, insurers and government agencies, and notify them; Ask the postal service how to redirect mail; Inventory assets and debts; Ask the estate lawyer or court whether an estate account is needed; Ask the estate lawyer or court which probate or administration documents must be filed; Ask the estate lawyer or court which debts, expenses and taxes must be paid, and in what order; Ask the estate lawyer or court when and how assets may be distributed; Keep full records of everything you do for the estate
Tip: Keep a record of every step you take. Ticks are saved on this device.
Limitations
- This is not legal, tax or financial advice. It does not state what an executor must do or by when.
- It is a general list and does not know the terms of the will or your local rules.
- Ticks are saved only in this browser on this device.
FAQs
- Q: Is this legal advice?
- A: No. It is a list of 11 tasks to think about. Duties, deadlines and procedures vary by place, so ask a lawyer or the court that handles estates where you are.
- Q: Does the list depend on where I live?
- A: No. It is one general list and does not ask for a country, state or province. Where an item depends on local rules, it tells you to ask.
- Q: Can I add my own items?
- A: Yes. You can add items, remove items and reset the list to the original items.
- Q: Are my ticks saved?
- A: Yes, in your browser on this device. They are not sent anywhere and do not follow you to another device. Do not rely on this page as your only record.
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