Read and fully understand the will and any trusts

Part of: Obtain and Review the Latest Will and Living Trusts

Even if you have read the will prior to the death of the will writer, a thorough review of it immediately after the will writer’s death can help ensure that you are meeting their wishes as it relates to their funeral. Letting other family members know that you have done so also will give them comfort that the deceased’s wishes are being carried out as it relates to the funeral and burial or cremation.

Take the time to understand each term in the will and what it means. Our glossary can help. Legal documents can be dry and cumbersome. In spite of that, you need to have a working understanding of the will to be able to fulfill your executor duties.

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Pro Plan

$8 per month*

Access to 100+ step custom plan
Track progress in completing your duties
Create and manage personal property inventory
Create and manage financial asset inventory
Access executor forms and templates
Discounted legal services
Save on tools to manage online accounts
Priority 24/7 customer support

*Billed yearly at $96. Cost is typically reimbursable by the estate.