Executor's Checklist

Everyone should have an Executor's Checklist.

Your estate and chosen beneficiaries are likely benefit from thousands of extra dollars in saved legal costs (plus saved time and emotional energy) by taking the time to complete the Executor's Checklist.

Your loved ones will be clear about your funeral arrangement wishes without the agony of potential disagreement.

Your Executors (and loved ones) will be spared extra emotional grief by not having to rummage though files and papers to find out the location of documents and details of your estate.  These details will be conveniently recorded in the Checklist.

Your beneficiaries will be clear about your intentions with some precious items of personal property. You can change your wishes in this regard by simply updating the Checklist.

Assets will not be missed because you have recorded them in the Checklist.

Template - Executor Kit Checklist (Word)

This is a detailed Word table that asks you to complete a series of questions including:

• location of documents;
• wishes about funeral arrangements;
• details of assets and liabilities;
• insurance details;
• superannuation details;
• wishes about distribution of personal property;
• professional advisor contacts.

The template prompts you to collate all the essential details that your executors will need to administer your estate.

• Update this Template as your assets and circumstances change.
• Email the updated version to your lawyer to hold in Safe Custody with your Will.