As an executor you will have a multitude of tasks to preform. Use this checklist to make sure you have all of the documents you may need.
(Some information will be needed for terminating contracts or returning rental items. Others will be helpful for the realtor) Are there any rental or purchase contracts for furnace, water heater…?)
- Home Insurance (Contact them to keep policy in effect)
- Deed for Property
- Deed for seasonal Property
- Deed for Foreign Property
- Deed and description for Parking Space(s) for Condo
- Deed and description for locker for Condo
- Lease Agreement for Residence
- Time Share Contract
- Lease Agreement for vehicle(s)
- Mortgage Papers
- Reverse Mortgage Statement
- trusts
- Survey
- Plans (especially if major renovations have been done)
- Recent Building Inspection
- Taxes
- Heat Bill
- Hydro Bill
- Gas Bill
- Water Bill
- Cable Bill (Is there any equipment to be returned?)
- Phone Bill (is there any equipment to be returned?)
- “Senior Alert” System (Does this need to be returned?)
- Major Purchases or Repairs (i.e. roof, phone)
- Warranties
- Security system
- Pool Maintenance
- Lawn Care
- Recent Septic Inspection
- Appraisals for Art, Jewelry, etc.
- Cottage Property
- Out of Country Property
- Correspondence from Lawyer or Law Firm
- Other
If you’re an executor of a persons estate and feel you could use some help. Talk to the professionals. We can help you stay on top of all the tasks required.
