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Let us build you a custom checklist.
Answer a few easy questions and we will build a custom checklist for you.
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Answer a few easy questions and we will build a custom checklist for you.
Please answer a few simple questions to see your specific duties.
Estate owner
Funeral
Assets
View Your Plan
Is the person who appointed you as executor alive and able to discuss the estate with you?
Yes
No
Please answer a few simple questions to see your specific duties.
Estate owner
Funeral
Assets
View Your Plan
Has the funeral occurred yet?
Yes
No
Please answer a few simple questions to see your specific duties.
Estate owner
Funeral
Assets
View Your Plan
Did/does the will writer own real estate? (typically home, condo, farm, etc.)
Yes
No
Please answer a few simple questions to see your specific duties.
Estate owner
Funeral
Assets
View Your Plan
Will any real estate be sold as a part of this process?
Yes
No
Where Is the real estate located?
Where Is the real estate located? (City)
Where is the real estate located? (State)
State
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Please answer a few simple questions to see your specific duties.
Estate owner
Funeral
Assets
View Your Plan
What type of financial assets are in the estate? (click all that apply)
Savings and checking accounts
CD’s
Stocks and bonds
IRA
Annuity
401K
Life insurance
Business ownership
Other
I don’t know
Please answer a few simple questions to see your specific duties.
Estate owner
Funeral
Assets
View Your Plan
What is your best estimate as to the total value of the estate, including all assets?
Under $100,000
$100,000 to $500,000
$500,000 to $1 million
$1 million to $3 million
Over $3 million
If you are a beneficiary, what will your approximate net worth be after estate settlement?
*
Under $50,000
$50,000 - $400,000
Over $400,000
I'm not a beneficiary
Please answer a few simple questions to see your specific duties.
Estate owner
Funeral
Assets
View Your Plan
In what areas do you expect to need help?
Selling Real Estate
Managing Financial Assets and Tax Consequences
Managing the Probate/Legal Process
Estate sale
Filing Final Tax Returns
Getting an Advance on my Inheritance
Life Insurance for Yourself
In what areas do you expect to need help?
Selling Real Estate
Managing Financial Assets and Tax Consequences
Funeral Pre-Planning
Avoiding ID Theft at Death
Managing the Probate/Legal Process
Life Insurance for Yourself
Please answer a few simple questions to see your specific duties.
Estate owner
Funeral
Assets
View Your Plan
Would you be interested in an immediate offer for the real estate within the estate?
Yes
No
Please answer a few simple questions to see your specific duties.
Estate owner
Funeral
Assets
View Your Plan
What is the annual income of the executor?
Under $100,000
$100,000-250,000
$250,000+
Don’t use income to create my custom plan
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