Tangible Good

Serving as the executor of your parents’ estate can be a demanding challenge thanks to the legal, political, technical and emotional responsibilities it involves.   For many grown children, the process of cleaning out and dispersing the contents of their parents’ homes is one of the hardest aspects of this new and sometimes unwelcome role.  But it’s also one of the most important.

Having a roadmap to guide your first steps can help you get started.  The following checklist is adapted from How to Clean Out Your Parents’ Estate in 30 Days or Less by Julie Hall, The Estate Lady.

LOCKS AND KEYS.  Change all residential and other property locks.  New master keys should be in the possession of the executor and/or estate attorney only. Notify heirs and family members that locks have been changed for security reasons.

PAPERWORK.  Oversee collection of all essential papers such as the will, insurance policies, bank records, contact information for key advisors, and…

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