So much to do… Let’s break it down into manageable parts.
It can seem that there is just so much to do at this time. I’ve included a checklist for you to simplify your life a bit.
Let me reassure you, not everything needs to be done right away. However, some things do need your attention sooner than others.
The check list is from EstateExec that is an excellent resource for executors of an estate. I’ve included this website because it’s the most complete check list that I have found to date.
If that is your role, please take some time to look around the site.
If it’s not your role, they have a Resources page that may also be helpful for you.
*Verbal permission obtained to reproduce and share the Executor Checklist from EstateExec.com
Additional Useful Information
GOVERNMENT AGENCIES
- DEPARTMENT OF VETERAN’S AFFAIRS https://www.va.gov VA Benefits Hotline:1-800-827-1000
- SOCIAL SECURITY ADMINISTRATION https://faq.ssa.gov ph: 1-800-772-1213
CREDIT REPORTING AGENCIES
- EQUIFAX www.Equifax.com ph: 1-800-685-1111
- TRANS UNION www.TransUnion.com ph: 1-800-888-4213
- EXPERIAN www.Experian.com ph: 1-888-397-3742
I hope this information helps you to simplify the steps to take or to help you get answers you may seek. This information is useful – to simply be aware for yourself or to pass on to whom ever may be handling the will or estate plan.
I’ll see you soon