Wills

Source: Stephan R. Leimberg, Jerry A. Kasner, Stephen N. Kandell, Morey S. Rosenbloom, and Herbert L. Levy, The Tools & Techniques of Estate Planning, 12th ed. (Upper Saddle River, NJ: Prentice Hall, 2002). Reprinted with permission of the publisher.

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:

______ 6. Military discharge papers

______ 1. Birth certificates ______ 7. Bonds, stocks, and securities

______ 2. Marriage certificates ______ 8. Real estate deeds

(including any prior marriages) ______ 9. Business (buy-sell) agreements

______ 4. Listing of life insurance policies ______ 11. Property insurance policies

or certificates ______ 12. Letter of last instructions

______ 5. Your Social Security numbers ______ 13. Additional documents

______ 3. Your will (and spouse’s will) ______ 10. Automobile titles and insurance

and trust agreements policies

Date

1. name:
2. 4: Off
3. 5: Off
4. 6: Off
5. 7: Off
6. 8: Off
7. 9: Off
8. 10: Off
9. 11: Off
10. 12: Off
11. 13: Off
12. 1: Off
13. 2: Off
14. 3: Off
15. l4:
16. l5:
17. l6:
18. c1:
19. c2:
20. c3:
21. b1:
22. b2:
23. b3:
24. b4:
25. b5:
26. b6:
27. c4:
28. c5:
29. l1:
30. l2:
31. l3:
32. f1:
33. f2:
34. f3:
35. f4:
36. f5:
37. f6:
38. d1:
39. d2:
40. d3:
41. d4:
42. d5:
43. d6:
44. g1:
45. g2:
46. g3:
47. g4:
48. g5:
49. g6:
50. day:
51. c6: