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EXECUTOR'S CHECKLIST Date 1. Birth certificates 7. Bonds, stocks, and securities 2. Marriage certificates 8. Real estate deeds (including any prior marriages) 9. Business (buy-sell)
EXECUTOR'S CHECKLIST Date 1. Birth certificates 7. Bonds, stocks, and securities 2. Marriage certificates 8. Real estate deeds (including any prior marriages) 9. Business (buy-sell) agreements 3. Your will (and spouse's will) 10. Automobile titles and insurance policies 4. Listing of life insurance policies or certificates 11. Property insurance policies 5. Your Social Security numbers 12. Letter of last instructions 6. Military discharge papers 13. Additional documents List all checking and savings account numbers, including bank addresses and location of afe-deposit boxes: List name, address, and phone number of property and life insurance agents
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