Trust FFM Family Financial Management, LLC

Executor Checklist

  • Make Final Arrangements.
  • Order the Death Certificate
  • Find the Will
  • Determine Probate vs. Non-Probate Assets
  • Consult a Probate Attorney
  • Probate the Will
  • Gather the Probate Assets
  • Open the Estate Checking
  • Evaluate the Estate Assets
  • Hire Professionals
  • Distribute Personal Property
  • Pay Estate Debts
  • File Tax returns
  • Provide a Final Accounting to the Beneficiaries
  • Distribute the Assets according to the Will