ws_13.1 - ______ 1. ______ 2. ______ 3. ______ 4. ______ 5....

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EXECUTOR’S CHECKLIST Name (Testator) List all checking and savings account numbers, including bank addresses and location of safe-deposit boxes: List name, address, and phone number of (current or past) employer. State date when you retired if applicable. Include employee benefits booklets: List name, address, and phone number of property and life insurance agents: List name, address, and phone number of attorney and accountant: List the names, addresses, telephone numbers, and birth dates of your children and other beneficiaries (including charitable beneficiaries): List all debts owed to and owed by you:
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Unformatted text preview: ______ 1. ______ 2. ______ 3. ______ 4. ______ 5. ______ 6. Birth certificates Marriage certificates (including any prior marriages) Your will (and spouses will) and trust agreements Listing of life insurance policies or certificates Your Social Insurance Numbers Military discharge papers ______ 7. ______ 8. ______ 9. ______ 10. ______ 11. ______ 12. ______ 13. Bonds, stocks, and securities Real estate deeds Business (buy-sell) agreements Automobile titles and insurance policies Property insurance policies Letter of last instructions Additional documents Date...
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