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An important checklist for the executor of a will

Being chosen as an executor of a will for a friend or loved one in Florida is never easy. You have to discuss end-of-life plans and this can be very uncomfortable for many people. No one wants to think about losing a loved one but it's important for everyone to plan ahead and prepare for the unimaginable. That's why we have created an important checklist for the executor of a will.

  • Acquire the most recent copy of the will
  • Read the will thoroughly to understand the instructions
  • File petition with the court to send the will to probate
  • Obtain all the assets of the decedent, including any held in a safe deposit box
  • Speak with banks to find all accounts held in the decedent's name
  • All securities must be transferred to your name
  • Offer management for rental properties

Some more items on the checklist that you should know include:

  • Collect all proceeds from life insurance policies that are payable to the decedent's estate
  • Conduct an inventory of all the decedent's assets
  • Prepare assets for possible appraisal
  • Determine if any assets need to be liquidated
  • Pay any and all relevant claims made against the estate
  • File and pay federal and state taxes due
  • File income tax returns for the decedent
  • Prepare a statement of all disbursements and receipts
  • Handle any specific bequests listed in the will by the decedent

It's important that you review this checklist and become familiar with all the items on it if you are chosen as an executor of a will in St. Petersburg. You won't want to miss any of the items listed here as it could lead to legal issues.

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Fisher & Wilsey, P.A.
1000 16th Street North
St. Petersburg, FL 33705

Phone: 727-369-8572
Fax: 727-821-6681
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