Free executor checklist

Being an executor can be overwhelming and it is understandable if you feel lost as to where to start.

Our checklist has been created to help an executor who is about to obtain a grant of probate or an executor who is already in the process of administering an estate.

It also caters to the needs of someone who is trying to choose an appropriate executor for their will or someone who has been notified of their nomination as a named executor in a will.

What the checklist includes

In the downloadable PDF executor checklist you will find:

  • An outline of the roles and legal responsibilities of an executor
  • A detailed checklist of the various estate administration tasks
  • Information about applying for a grant of probate


Download the executor checklist

We invite you to complete the form below to download our free executor checklist.

After you have downloaded the checklist, a team member from State Trustees may contact you to ensure that the checklist meets your needs.

Any personal information that you provide State Trustees will be used to assist us with addressing your query or request for more information, and will be handled in accordance with all applicable privacy law. For more information, refer to our Privacy Policy.