Named as Executor? Here's Exactly What to Do, and When
Being named executor is overwhelming, especially while grieving.
This free checklist breaks the job into the order tasks actually need to happen, from the first 30 days through closing the estate, so you always know your next step.
What You'll Learn Inside This Checklist
The critical tasks to handle in the first 30 days after a death
What has to happen in the following months, from notifying agencies to filing taxes
How to close out an estate properly, including final accounting and distributions
The one mistake that can make an executor personally liable for estate debts
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This checklist is provided for general informational purposes only and does not constitute legal advice. Every family’s situation is different; please consult with a licensed California estate planning attorney before making decisions based on this material. Requesting this checklist does not create an attorney-client relationship with the Law Office of Michael Kerr.