Executor Estate Administration Checklist
A step-by-step checklist for executors to manage and document estate administration tasks.
Executor Full Name
*
First Name
Last Name
Executor Email Address
*
example@example.com
Executor Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Decedent's Full Name
*
First Name
Last Name
Date of Death
*
-
Month
-
Day
Year
Date
Have you located the original will?
*
Yes
No
Not Applicable
Has the probate application been submitted?
*
Yes
No
Not Required
Have all beneficiaries been notified?
*
Yes
No
Estate Asset Inventory
Rows
Asset Description
Estimated Value (USD)
Real Estate
Bank Accounts
Investments
Personal Property
Other Assets
Have all debts and liabilities been identified and settled?
*
Yes
No
In Progress
Status of asset distribution to beneficiaries
*
Please Select
Completed
In Progress
Not Started
Have all required tax matters been finalized? (e.g., final tax return, estate taxes)
*
Yes
No
In Progress
Additional notes or comments
Submit Checklist
Should be Empty: