Checklist for preparing the executor of your estate

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Planning for your heirs

Checklist for preparing your executor

Checklist
	I have a legally valid will.
	I have reviewed my will with my executor and answered questions and explained rationales.
	My executor knows where the will is kept and has access.
	My executor is granted full leeway in hiring professionals to help in carrying out my wishes and that is reflected in my will.
	All of my records in regard to finances, property and investments are up to date and well organized, and the executor of my estate has access to them.
	I gave the executor the names and phone numbers of my Certified Public Accountant, banker, lawyer and any other financial advisers.
	The executor knows how I want to be buried and has it in writing.
	The executor is aware of my wishes regarding organ donation and the organizations to which I would like them donated.

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