The Role of the Executor — A 15-Step Guide
As the executor, you are one of the first calls a family will make after the passing of a loved one. You’ll be involved in some of the very worst days in their lives, so you’ll want to be prepared and make the process as easy as possible for everyone.
As soon as you agree to be an executor, ask for a copy of the will. Talk to the person about funeral arrangements, the location of important documents, insurance policies, and contact information for the professionals they work with (lawyer, accountant, financial advisor etc.)
Ask for their passwords. Make sure you can access their email, social media accounts, and financial accounts if necessary. Check regularly to see if these have been changed; the person may not think to keep you updated.
