Executor Checklist

Many people struggle with the complexities of becoming an executor, and are unsure of where to begin. At Catherine Barrie Accounting we wish to provide you will all the information you need to make the process of becoming an executor as simple as possible. This Executor checklist will help aid you in becoming an executor and will help answer questions such as:

How do I become an executor of an estate?

Who do I contact to begin the process of an estate?
What information will I need to become the executor of an estate?

What steps do I need to take to complete an estate?

How do I file an estate’s tax return?

How do I distribute the assets of an estate?

Where To Begin

Contacting The Beneficiaries

Get Organized

Manage and Assess Assets and Liabilites

Financial Assets

Real Estate Assets

Digital Assets

Foreign Assets

Other Assets



Contacting Third Parties

Filing Tax Returns

Verify Beneficiary Designations

Apply To Court

Distribute Assets