Surviving Spouse Checklist

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A Surviving Spouse Checklist is a list of information that is necessary to administer a deceased person’s estate. The spouse or other personal representative has many duties when administering an estate, such as gathering and valuing the estate assets, notifying beneficiaries and creditors, preparing and submitting all the necessary forms and documents, and distributing the assets to the beneficiaries. The survivor checklist assists in making sure that none of the important duties is overlooked, and helps the spouse or other personal representative in gathering necessary information for administering the estate.

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Survivor Checklist | Checklist Sample | Instructions
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