Checklist hub

Executor & Heir Document Checklist

Use these lists to gather the most commonly requested documents.

Tip

Keep digital copies in a shared folder so everyone stays aligned.

Executor documents

Certified death certificates
Original will or court appointment letters
Asset list with account numbers
Beneficiary contact list
Property deeds, titles, and insurance policies

Heir documents

Government-issued identification
Proof of heirship or relationship
Court file number or case reference
Estate contact information
Preferred distribution details