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Checklist

The Executor Checklist

Five concrete actions for anyone named executor — from the Section 159 conversation to have with the person you've named, to the accountant questions about Form TX19 clearance certificates, to the personal-liability protection most executors don't know they need.

Checklist

The Executor Checklist

The Advisors Table

Checklist

The Executor Checklist

Five concrete actions for anyone named executor — from the Section 159 conversation to have with the person you've named, to the accountant questions about Form TX19 clearance certificates, to the personal-liability protection most executors don't know they need.

What's inside

  • The Section 159 conversation to have before you accept
  • Questions to ask the deceased's accountant
  • How clearance certificates work (Form TX19)
  • Red flags that signal personal liability

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