This Executor Information Kit contains a complete overview of an executor's duties during a typical probate proceeding. Valuable information is also included on how you should choose an executor and that you should discuss this matter with the individual before appointing them to this important position. This Executor Information Kit contains detailed information and invaluable resources for use by both you and your executor.

This Executor Information Kit includes the following:

• Immediate Executor Duties: Sets out the duties which must be handled immediately including burial or cremation arrangements, contact of relatives, friends and business associates and arranging for immediate care of decedent's children if applicable;
• Duties Within First Month: Sets out individuals or companies to contact including insurance agents or providers, Medicare and the Social Security Administration, retirement fund trustees and credit card and utility companies;
• Financial Duties: Many financial duties cannot be delegated to anyone but the executor and these include inventory and appraisal of assets, filing decedent's will with the probate court, collection of all monies due to decedent and distribution of any remaining assets according to the will;
• Information Checklist: Detailed checklist for use by the executor which includes location of records, funeral or cremation records, contact information and newspaper obituary information.

Protect yourself and your rights by using our attorney-prepared forms.

This attorney-prepared packet contains:

1. Information
2. Executor Information Kit

State Law Compliance: This form complies with the laws of all states