What does an Executor do first?

(A Preliminary Executor Checklist for Ohio)

The following are the initial steps an Executor can take to begin the Administrative process:

  • Gather all records of bank accounts, real estate, personal property, business assets, life insurance, investments, retirement accounts (IRA, 401(k), Roth IRA), and other assets.

 

  • Collect all records of utilities, credit card statements, loan information, mortgage records, medical records, and any other debts owned by the deceased.

 

  • Request a copy of the homeowner’s insurance and car insurance to confirm coverage is still in place. (Also, review the Homeowner’s insurance to determine if there were any valuable items listed as a scheduled asset such as jewelry or artwork).

 

  • Retrieve certified copies of the death certificate. This is typically provided by the funeral home.

 

  • Contact a qualified Cincinnati Probate lawyer to advise you on how to proceed with administering the Estate. As an Executor, you have personal liability if a mistake is made with regard to the assets or liabilities.

 

Feel free to contact us to schedule a free, initial consultation at our office or over the phone.

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