Executor Info

Your executor is the manager of your estate.  Because he or she will make many decisions about the management and distribution of your estate, you should select a trusted person who understands your circumstances.  An executor will usually complete eight separate steps to ensure an orderly transfer of all your property to the right individuals:

  1. Submit your will to the probate court.
  2. Locate your heirs.
  3. Determine your estate assets and values.
  4. Pay bills and the estate attorney.
  5. Make debt payments.
  6. Resolve any estate controversies.
  7. File your income and estate tax returns.
  8. Distribute your assets to heirs.

Are you ready to plan your will or estate and make your executor’s job easier? 

Click here to download an Electronic/PDF Estate Planning Guide or to request that a copy be mailed to you.  

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