Estate Settlement Checklist for Executors and Personal Representatives
A step-by-step guide to settling the estate of a parent or loved one
Free Downloadable Checklist
If you’ve been named an executor or personal representative, you may suddenly be responsible for coordinating financial accounts, property, taxes, bills, legal documents, beneficiary distributions and dozens of other details—all while dealing with the loss of someone close to you.
Berkshire Money Management’s Estate Settlement Checklist can help you understand what may need attention, what can wait, and which professionals can step in to help at every stage.
WHAT’S INCLUDED IN YOUR DOWNLOAD:
What executors need to do now … and what can wait
When someone dies, everything can feel urgent. This checklist helps you separate what needs attention right away from what can wait, so you can stop reacting to everything at once and start taking the next right step.
Who can help?
You may be responsible for settling the estate, but that doesn’t mean you have to do every part yourself. Each item in the checklist shows you who may be able to help—from attorneys and tax professionals to financial planners, friends, and family.
Room to breathe
When you know what’s next, it’s easier to stay focused on what’s important, not the deluge of questions from your siblings or nephews.
