Instructions

The checklist below is provided to give your executor (and/or trustee of your revocable living trust) some assistance in completing the multitude of important tasks that need to be accomplished after your death. Many of these tasks can be arranged by you in advance. By taking care of these things now, you can minimize the emotional strain that will be placed on your survivors.

Depending upon the complexities of your estate and the legal and financial expertise of your executor and/or trustee, your executor/trustee may or may not need the assistance of a lawyer or accountant in going about the task of administering your trust and/or estate. If your executor/trustee does decide to seek additional legal assistance, we would welcome the opportunity to discuss our services and fees, although your executor/trustee of course would be free to select any law firm of his or her choice.

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