Florida Law Firm Drafts Well-Crafted Executor’s Checklists For Clients
As an executor of an estate, you may feel overwhelmed at the amount of responsibility entrusted to you. The Florida estate planning law firm of Dean & Dean, LLP can reduce your stress by handling many of the legal duties. Associates at Dean & Dean, LLP in Ocala have years of experience in all areas of estate management, including formulating an executor’s checklist that is personalized to your particular situation. Give us a call to learn how we can help.
Executor of an Estate’s Checklist
While nobody wants to think about the death of a loved one, establishing a comprehensive estate plan, including an executor’s checklist, helps protect the rights and wishes of your family. Your elderly family member can review the checklist in advance to be sure every wish is accounted for. Some common duties that should be included on the checklist are:
- determine the size of the estate
- review will and notify beneficiaries
- create a bank account for the estate
- pay debts and taxes
- manage assets
- handle daily affair
- close the estate
These are only some of the duties that should be included on an executor’s checklist. Take charge of your finances or the finances of a loved one. Contact Dean & Dean, LLP and spare your loved ones of frustration. We enjoy offering our many years of experience to help our clients.
Contact Our Estate Planning Attorneys in Ocala, FL
Dean & Dean in Ocala, FL has years of experience helping clients work through many different types of estate planning and management issues, including the drafting of comprehensive executor’s checklists and management of the estate. Contact our law firm at (352) 515-9221 for a consultation regarding the legal needs of your family. We look forward to hearing from you.