Free Interactive Tool
Your Personalized Executor & Trustee Duties Checklist

Being named executor, administrator, or trustee is an honor — and a legal job that carries personal liability. Tell us your role and situation, and we’ll build a step-by-step roadmap of your duties under New York law, in the order they generally happen.

Your Role
As executor, the court grants you “Letters Testamentary” that prove your authority to act for the estate.
The Estate or Trust
Includes real property (a home, condo, or land)
A beneficiary is a minor or has special needs
Includes a business or rental property to manage
Large estate — possible NY or federal estate tax
Property in another state
Family tension or a possible dispute