03/09/2022
Estate Administrator Checklist
Assist in preparing worksheet for Estate Planning Trust Documents:
Last Will and Testament,
Durable Family Power of Attorney,
Health Care Surrogate
Designation and Living Will
Identify and assist in gathering information on Investment Portfolio Outside of Trust
Identify existing Funeral Arrangements or Life Insurance Policy
Direct Deposits that require immediate notification.
Identify areas that should be notified immediately to cancel auto monthly deductions, such as Health Care, Credit Cards, Cell Phones
Identify Household expenses, Insurance and Taxes
Vehicle Insurance and Registration
Existing Checking and Savings Accounts
Disposal of Personal Property
Identify items to given to a specific Heir, Donated or Sold
