Estate Administration Complete ChecklistComprehensive Estate Management from 3 Months Through Completion
- Horizons Aging Journey
- Oct 4
- 1 min read
Purpose This checklist guides executors through comprehensive estate administration from the initial 3-month phase through final estate closure. Use this systematic approach to complete asset valuation, creditor management, tax obligations, and distribution planning while maintaining proper legal compliance. The goal is to efficiently and accurately complete all estate administration duties while honoring the deceased's wishes and protecting beneficiary interests.
