The 3 People Estate Executors Need

A quick checklist to help you navigate the logistics of death

Losing someone is never easy, but helping to execute their affairs can be even difficult and overwhelming. Adding to that many executors are first-time executors.

The good news is you don’t have to do things alone and there are tons of resources out there. I learned this through own own experience with death and identified the three most important people (in addition to yourself) that are needed to wrap up an estate.

The Executor’s Legal & Financial Support Team

This is just the tip of the iceberg, simply letting you know who does what. To really be guided through the process and all the steps, I recommend any of our Executor/Survivor's Guides, comprehensive guides with step-by-step instructions for navigating the emotional, legal, and financial steps of death.