PLAIN-LANGUAGE ANALYSIS
What this guide is designed to clarify.
An executor's work begins with authority. Before acting for the estate, the nominated person may need a probate court appointment and documentation showing that authority.
Responsibilities can include identifying property, giving notices, addressing valid claims, maintaining records, obtaining valuations, coordinating tax filings, and seeking approval before distribution. The exact process depends on the estate and court.
Preparation checklist
01
Original will and certified death certificates
02
A preliminary list of property, debts, and recurring expenses
03
Contact information for beneficiaries and advisors
04
Records of payments, deposits, and communications
05
Questions that require probate, tax, appraisal, or financial guidance