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What advice should I give my executor?

On Behalf of | Mar 22, 2017 | Probate, Trust & Estate Administration

While planning for the end of your life may not be pleasant, there is a lot that can go wrong if you are not organized and prepared. One of the best ways to make sure your family, property and legacy in Ohio are taken care of is to name an executor. This person will be responsible for issuing anything left to others and making decisions that you would make if you were still alive. Here are some tips from Bankrate.com to make the transition as smooth as possible.


First, give your executor a detailed list of where everything is stored. This should include all paper titles, wills, artwork and insurance documents. You will also need to keep a copy of any bank or investment accounts and provide access to these.


Next, make a list of any valuables or antiques you would like passed on. If there is something in your home that is not mentioned, the executor may not realize its worth. Include any necessary details, including appraisals and the location of the object.


If you have any requests for your funeral and/or burial, those also need to be made. The executor will be in charge of obtaining your death certificate and arranging your final wishes, but also needs to notify your life insurance, Social Security and health insurance providers, as well as anyone else who may be affected. Your last will and testament will also need to be filed immediately since probate can go on for years if glitches occur.


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