July 6, 20215 yr A friend of mine who both he and his wife are only children asked me to be the executor of their estate. I said sure and it was left as that. In order to prove that I am the executor to the court, banks, life insurance, etc. should they pass, is it as simple as their Last Will and Testament naming me as the executor? Or is there a more involved process than that? To get death certificates from the funeral director and/or Office of Vital Statistics, will the Last Will and Testament suffice? I did a search on Google and it provided great info once they pass but very little on how to prepare before hand. Things I can think of I need from friend: -A copy of said last will and testament -Name of the law firm who wrote last will and testament in case I have questions -Life Insurance info to cash in -Info on the home mortgage to pay it off with life ins proceeds -Bank account info and where the check book is kept -Investment info -If vehicles have loans, that info to pay them off -Credit card info to payoff and cancel -List of services that are paid monthly (utilities, cable TV, etc.) so I can cancel them all Any help is appreciated.
July 6, 20215 yr You would be better off being my executor. 1. Set up a GoFundMe account to collect donations to pay off debt and cover funeral expenses.
July 6, 20215 yr It will definitely need to be in their will. With a notarized will and testament, you should be able to go to the court house and get the legal documentation required to be named Executor. With that paperwork, you should be able to handle all other affairs. Coming from a financial institute standpoint, you will need that legal documentation and a copy of the death certificate to be able to close any accounts and open estate accounts.
July 6, 20215 yr Author 1 hour ago, TheDeuce said: It will definitely need to be in their will. With a notarized will and testament, you should be able to go to the court house and get the legal documentation required to be named Executor. With that paperwork, you should be able to handle all other affairs. Coming from a financial institute standpoint, you will need that legal documentation and a copy of the death certificate to be able to close any accounts and open estate accounts. Will a funeral director provide death certificates or have to go down to Frankfort to the office of Vital Statistics to get those?
July 6, 20215 yr 12 minutes ago, Bert said: Will a funeral director provide death certificates or have to go down to Frankfort to the office of Vital Statistics to get those? Vital Statistics. You can either go to Frankfort, or request by mail. Going to Frankfort would likely be much faster.
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