Make Your Executor's Job Easier

Make Your Executor's Job Easier
  • Write a legally valid will
  • Review your will with your executor and explain unusual bequests
  • Tell your executor where you keep your will
  • Keep complete and well-organized financial records, including names, addresses, and telephone numbers of advisors (e.g., attorneys, insurance agents, financial advisors)

The 360 Degrees of Financial Literacy Web site offers general information for managing personal finances and does not recommend specific financial actions.  For financial advice tailored to your situation, please contact an expert such as a CPA or a personal financial advisor.