What are the specific duties of the executor?
A. COLLECT ASSETS AND INFORMATION 1. Locate Will, death certificate (may need birth and marriage certificate, too) and file and/or probate in Surrogate’s Court. 2. Locate safe deposit box and key. 3. Obtain life insurance claim forms 4. Obtain doctor’s supporting statement for insurance claim. 5. Obtain social security burial allowance if applicable. 6. Check on veteran’s benefits, social security benefits, pension benefits. 7. Locate bank accounts; have them transferred to estate account. 8. Collect all stocks and bonds. 9. Locate names and addresses of all heirs, legatees, devisees and next of kin. 10. Notify all interested parties of the probate within 60 days: advising of the name & address of the Executor, the place & date of the probate, & that a copy of the will be furnished upon request. If there are charitable bequests, notice must be given to the Attorney General of NJ. A proof of mailing is filed with the Surrogate’s Court. 11. Assemble deeds, abstracts, lease contracts, ins
