Fillable Executor Checklist Getting Started

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Executor Checklist Getting Started

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© 2018 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice.
Page 1 of 7
Executor Checklist
Getting Started
If you've been named as an Executor, which is the person responsible for carrying
out the terms of a Will, there are some important things you should know about
your new role—whether you're called upon soon or in the far future.
This checklist includes the following:
Preparation
Determining Beneficiaries
Asset Inventory & Debts
Setting Up Estate Bank Account
Probate
Paying Debts, Taxes, Ongoing Expenses
Distributing Assets To Beneficiaries
Remember
Create an Everplan to easily and securely update and share vital info with the
people you love and trust.
Executor Checklist
Learn more about creating an Everplan at www.everplans.com.
© 2018 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice.
Page 2 of 7
PREPARATION
While an Executor’s duties go into effect when the person who named you passes away, here are a few things you
can do to prepare well in advance.
Location of Will:
Method of Creation (Circle One): Estate Attorney | Online Legal Resource | Other
Contact Info (Name | Number | Website):
Doctor Name/Info:
Financial/Accountant Name/Info:
Insurance Agent Name/Info:
Professional Guidance
You don’t have to do all this work on your own. You can hire professionals to help assist the process. Gather the
contact info for any advisors you may need to work with to settle the estate.
Financial Advisor Name/Info:
Legal Advisor Name/Info:
Other Advisor(s):
General Estate Wishes That Aren’t Included In The Will:
Executor Checklist
Learn more about creating an Everplan at www.everplans.com.
© 2018 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice.
Page 3 of 7
BENEFICIARIES
Put together a list of all the people named as beneficiaries with the following info.
Beneficiary Name:
Address:
Phone Number/Email:
Date Of Birth: SSN
Assets Due:
Beneficiary Name:
Address:
Phone Number/Email:
Date Of Birth: SSN
Assets Due:
Beneficiary Name:
Address:
Phone Number/Email:
Date Of Birth: SSN
Assets Due:
Beneficiary Name:
Address:
Phone Number/Email:
Date Of Birth: SSN
Assets Due:
Executor Checklist
Learn more about creating an Everplan at www.everplans.com.
© 2018 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice.
Page 4 of 7
ESTATE INVENTORY
Put together a list of assets
the deceased person owned; focus on cash and most valuable items.
Financial Assets & Valuables
Checking/Savings Account Cash
Life Insurance Policies Investments: Stocks/Brokerage Accounts
Savings Bonds Retirement Plans: 401(k)s, IRAs, or 403(b)
Social Security Benefits: Veterans, Pension, Other
Jewelry Art/Collectibles
Other Financial Accounts Or Valuables:
Real Estate
Include the following information for each piece of owned property. Note: If the deceased owned property in more
than one state you will have to initiate Probate proceedings in each state.
Property Name/Address:
Deed Location:
% Of Property Owned: Fair Market Value:
Does This Property Already Have A Beneficiary: Yes | No
Notes & Instructions:
Property Name/Address:
Deed Location:
% Of Property Owned: Fair Market Value:
Does This Property Already Have A Beneficiary: Yes | No
Notes & Instructions:
Executor Checklist
Learn more about creating an Everplan at www.everplans.com.
© 2018 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice.
Page 5 of 7
Vehicles
Gather up the following information on all cars, trucks, boats, and other vehicles that were owned by the deceased.
Type Of Vehicle:
Original Title Location:
License Plate (if applicable): Ownership: Owned Outright | Financed
Does This Property Already Have A Beneficiary: Yes | No
Notes & Instructions:
Type Of Vehicle:
Original Title Location:
License Plate (if applicable): Ownership: Owned Outright | Financed
Does This Property Already Have A Beneficiary: Yes | No
Notes & Instructions:
Note: As Executor it’s your responsibility to make sure all estate assets remain in your care until Probate
is completed. While you might want to start allocating Grandma’s jewelry immediately, use your
judgment based on family and beneficiary dynamics. If an issue surfaces during Probate you may have to
take it back, which probably won’t be the most pleasant experience.
DEBTS
This list should include all the people, organizations, or companies the person who died owed money to; be sure to
include the most recent statements and invoices. Note: Keep this list handy because you’ll need to go through and
settle all of these accounts -- and most likely close, cancel, or transfer them -- once Probate is complete.
Credit Cards Medical Bills
Student Loans Car Loans
Mortgages Alimony
Child Support Payday Loans
Other:
Executor Checklist
Learn more about creating an Everplan at www.everplans.com.
© 2018 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice.
Page 6 of 7
ONGOING EXPENSES
There may be ongoing bills that require payment even if Probate is not complete. The person who will still be
using these services should pay them and accounts should either be closed or transferred into their name.
Tip: If you can’t afford these expenses without money from the estate, get in touch with the companies that are
owed and explain your situation. In some cases, you may be granted a deferral on those bills.
Utilities Insurance (Home, Car, Disability, etc.)
Rent
O
ther:
Note: The Executor should only use money from the estate to pay final bills – including taxes, credit card
bills, medical bills – once probate has concluded!
PROBATE PROCEEDINGS
Probate is the legal process proving the validity of a Will. As an Executor, you can’t sell assets, pay debts, or
distribute assets until this has concluded. Note: Tell creditors the estate is in probate to prevent being hassled.
File Will At Local Courthouse (you can do this yourself or hire an attorney)
Obtain Letters Testamentary or Letters Of Administration When Will Is Validated
Arrange And File Probate In Other States Where Deceased Owned Property (if applicable)
Notes & Instructions:
SET UP BANK ACCOUNT FOR ESTATE
You are required to keep the estate's money separate from your own, so setting up a separate bank account in the
name of the estate is necessary to make paying off debts easier. You will need the following to set up the account:
Death Certificate Letters Testamentary or Letters Of Administration
Obtain Employer Identification Number (EIN) from the IRS
Once you’ve chosen a bank, they will provide the forms you need to fill out to open the account.
Bank Name/Location:
Estate Account Name:
Account Number & Info:
Note: Make sure any money owed to the deceased is deposited into this account, which could include
final paychecks, stock dividends, and payment of debts owed.
Executor Checklist
Learn more about creating an Everplan at www.everplans.com.
© 2018 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice.
Page 7 of 7
PAYING DEBTS, TAXES, AND ONGOING EXPENSES
Before beneficiaries named in a Will can receive any inheritance, the deceased person’s debts and creditors need
to be paid off. You also need to file taxes on behalf of the deceased.
Pay Off Debts Cancel/Transfer Accounts (Credit Cards, Utilities, Cell Phone, etc.)
File Taxes Notify Social Security Administration
Other:
ALLOCATING ASSETS & FINAL STEPS
It’s time to close down the estate.
Distribute Assets From Financial Accounts To Beneficiaries
Distribute Physical Assets & Valuables To Beneficiaries
Distribute, Sell, or Donate Any Personal Items that Were Not Included In the Will
Other:
NOTES & PERSONAL THOUGHTS
Use this section for any important information, personal thoughts, or anything we may have missed. It’s
also important for the person naming you as an Executor to create an Everplan and name you as a
Deputy so this info, along with much more, is neatly organized and securely stored when you need it.
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Completed 12 August 2021

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