If you’re named the executor of someone’s estate, you have a big responsibility. You must ensure their wishes are carried out according to the relevant legal documents they left behind, such as a will or trust. In most cases, you’ll need to work with the deceased’s estate lawyer to make sure nothing slips through the cracks. Here’s a checklist to help you get started. 

What Should You Do If You’re Named the Executor of Someone’s Estate? 

1. Find the Relevant Documents

Locate the will and/or trust. You need these documents to figure out the next steps. Most people keep a copy in a safe and another with their estate lawyer. If there is a will, it needs to be submitted to the probate courts. 

2. Obtain a Death Certificate

As the executor, you must take care of funeral arrangements. Usually, the funeral home will file for the death certificate. You need to give them information about the deceased so they can do this, such as their marital status and parents' names. Get at least ten copies of the certificate. It will be needed for many purposes, from notifying insurance companies to canceling credit cards. 

3. Address the Daily Details

There are everyday considerations to address when wrapping up another person’s affairs. For instance, you’ll need to collect their mail and forward their future mail to another loved one’s address. You’ll also need to cancel subscriptions and close or transfer bank accounts. If the deceased required medication, this must be disposed of properly.

4. Create a List of Assets

The estate planning documents for the deceased should include a list of assets. This includes not only property, cars, and bank accounts but also insurance, pensions, investments, and business interests. Protect these assets and make sure they go to the intended beneficiaries.

5. Pay Bills & Debts

Make a list of bills and debts the deceased owed. Bills could include utilities and rent, for example, while debts could range from credit cards to medical bills. The estate plan should outline whether these expenses should be paid out of the estate or transferred to a beneficiary.

If you need an experienced estate lawyer, put your trust in Knochel Law Offices in Bullhead City, AZ. Since 1987, they’ve been the go-to resource for clients in the tri-state area of California, Nevada, and Arizona, establishing a reputation for knowledgeable and reliable legal services. Visit the website to review their practice areas, or call (928) 444-1000 to schedule a consultation with an estate lawyer today.