TASK	Executor/Administrator		Solicitor
		Whose Responsibility		Whose Responsibility
		X	Date Completed	X	Date Completed
	PRELIMINARY MATTERS
1	Search For Prepaid Funeral Arrangements
2	Arrange Care For Pets
3	Arrange Care and Management of Livestock and Crops
4	First Interview between Executors and Lawyer
5	Review Will
6	Redirect Mail cancel subscriptions
7	Cancel Health Insurance, Driver’s License, Credit Cards, Telephone & Memberships
8	Order Death Certificate, Notarial Copies made
9	Letters to: Banks Trust Companies Insurance Companies Credit Card Companies Pension Trustee Employer O.H.I.P. O.A.S. &  C.P.P. Brokers
10	Review all bank account records for direct debits and deposits - make alternate arrangements as necessary
11	Real Estate: Secure properties Pay expenses Collect rents   Check tenancy agreements Give notice
12	Review insurance policies for continuation of coverage
13	List Safety Deposit Box
14	Value Assets
15	Secure Assets
16	Prepare Inventory
17	List Name, address and date of birth of each beneficiary
18	Apply for Probate or Administration
19	Prepare Notarial  Copies of Certificate as needed
20	Prepare Power of  Attorney, Declaration of Transmission
21	Open Estate Bank  Account
22	Close Deceased's Bank Account
23	Advertise for  Creditors
24	Review Creditors'  Claims
25	Review loan  agreements, guarantees, leases, debts
26	Pay debts
27	Deliver specific assets  to beneficiaries as per  will
28	Sell assets to raise cash needed by estate
29	Prepare T-1 to date of death
30	Apply for Clearance Certificate to date of death
31	Pay Cash Legacies
32	Obtain Receipts and  Releases from beneficiaries
33	Determine Plan of  Distribution
34	Obtain Approval of beneficiaries
35	Transfer Assets and/or Cash to beneficiaries
36	Obtain Receipts and  Releases
37	Prepare Final Accounts
38	Deliver Accounts to  beneficiaries
39	Prepare final T-3 Return and request Tax Clearance
40	Obtain Tax  Clearance
41	Make Final Estate  Distribution
42	Close Estate Bank  Account
43	Prepare Final Report  Letter to Executors