Executor Preparation Worksheet
- Horizons Aging Journey
- Sep 22
- 1 min read
Serving as the executor of a loved one’s estate is a significant act of trust and responsibility. It can feel like a lot, because it is.
This worksheet is designed to help you prepare thoughtfully and gradually, well before you're asked to step into that role. It’s broken down into 11 sections that are prioritized based on what will matter most immediately following a death, what can take time to resolve, and what ensures the estate is properly honored and closed.
You don’t have to do it all today. Use this as a tool to get organized over time, so that when the moment comes, you can focus less on logistics and more on honoring your loved one with confidence and peace of mind.
