The summary task list breaks down the various responsibilities for which you are accountable. This list is a high-level summary of all the tasks for which you may face.
Our high-end solution is a comprehensive, interactive, and customized task list that is personalized for your unique situation. It covers the multitude of tasks and sub-tasks that you will need to undertake. Our online task list helps you to track all your progress as you work through the probate process.
Our Probate Task Tool is the only online task list available for executors. Having it online will help reduce your paperwork and make it easier for you to keep track of your to-do list.
The task list is customized to you so that you only see the topics that are relevant for you. For instance, if you have inherited a ranch, you will have a series of tasks specific to inheriting a ranch that will not show up to executors who have not inherited a ranch.
Our task list is easy to use. Simply start with the brief list of questions regarding your estate, and then your customized list will be built for you. Throughout the process, continue to check back in to work through your list.
This comprehensive list of tasks helps executors make sure they fulfill all of their duties without missing a step. Furthermore, since executors will have different responsibilities depending on the estate they are managing, the customized nature of this task list is indispensable.
A short questionnaire is presented to you in order to tailor the task checklist to your needs.
The summary task list is our low-end solution that breaks down various responsibilities that you will have as an estate executor. The detailed task list is fully customized for your estate needs.
Yes. You are able to go through the checklist and mark completed tasks. This enables you to see what is remaining on your estate’s to-do list.