After death, the executor of a will has a lot of duties. This will include banks, insurance companies, and other organisations that hold any assets or funds that may need to be released.Įxecutor of a Will Checklist: Your Step-by-Step Guide. Obtain copies of the death certificate, several copies will be required as many organisations will need sight of an original death certificate. To make the process just a bit more straightforward, we’ve assembled a checklist of the most important steps in the probate process. It can be hard to keep straight the various forms, procedures and duties. Serving as the executor of a will can be a time-consuming endeavor that takes up a lot of mental bandwidth.These Instructions and Duties of an Executor/Administrator (Fiduciary*) of a Decedent’s Estate were prepared by Melinda Hetzel, the Commissioner of Accounts of the County of Loudoun (“Commissioner”), and the Loudoun ounty ircuit ourt lerk’s Probate Department to assist you in performing the duties you have as fiduciary.
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