EXECUTOR™S CHECKLIST - Jonathan Pond

Executor s Name: _____Decedent s Name: _____ Date of Death: _____Done NASTUDY THE WILL1. Locate the Locate and notify the Meet with family members, the attorney, and other interested persons todiscuss the provisions of the will; provide all possible assistance to the Note any special Confer with the attorney who will represent the FOR PROBATE6. Notify Notify post office to forward Give notice of appointment to banks, investment brokers, and Arrange for Open bank accounts for Discontinue telephone service and other utilities, when , INVENTORY, AND TAKE CUSTODY OF ASSETS12. If decedent owned assets in another state, appoint ancillary Search for List contents of all safe-deposit Assemble supporting data and establish the value of the assets in the Have assets appraised by a qualified appraiser when advisable or required by File claims for any veteran s or Social Security benefits that are File claim for life insurance payable to the Inspect all real Study leases and Examine all policies of insurance on real estate and personal property; havepolicies endorsed to the estate and the coverage increased when Study any employment contract or deferred compensation arrangements thatthe decedent may have had to determine whether payments are due the decedent S FINANCIAL RECORDS23.

Done NA 25. To determine the decedent™s gross estate, ascertain all transfers to others within three years of the decedent™s death that required the filing of a gift tax return. qq

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