Cherry Hill Private Wealth | Harbourfront Wealth Management

— Executor Readiness —

The Executor Readiness Checklist.

What your executor actually needs to know — before they need to know it.

Fill this out. Keep a copy with your will. Give a copy to your executor. If a section doesn't apply, skip it. If you don't know an answer — that's useful information too.

i. Your Executor
Executor
Alternate Executor
ii. Critical Documents
Will
Power of Attorney — Property
Power of Attorney — Personal Care
Marriage Certificate / Divorce Decree
Trust Documents (if any)
iii. Professional Team Contact info for key advisors
Financial Advisor
Accountant / CPA
Estate Lawyer
Insurance Advisor
Certified Executor Advisor
Banker / Mortgage Specialist
iv. Accounts & Assets Bank, investments, insurance, real estate, etc.
Account 1
v. Digital Access & Passwords

Do not enter passwords here. Note where your executor can find them securely (password manager, safety deposit box, etc.).

vi. Your Wishes & Preferences
vii. Readiness Check
My executor has agreed to serve — and we've had a real conversation about what it involves.
My executor knows where my will is stored.
My executor has met (or knows how to reach) my financial advisor.
My executor has met (or knows how to reach) my lawyer.
My will has been reviewed or updated in the last 5 years.
My beneficiary designations are up to date on all accounts.
I've checked whether my will and my account ownership / beneficiaries are aligned.
Progress 0 of 7

— Talk it through —

Need help structuring this, or having the conversation?

A 15-minute conversation could save your family months of confusion.

Book a 15-minute call