Executor Resources:
United States
Practical and authoritative information for executors, personal representatives and estate administrators in the United States, covering federal tax responsibilities, estate records, Social Security matters and other federal requirements that may arise while administering an estate. Probate procedures and many executor responsibilities vary by state.
U.S. Executor & Estate Organizer
Coming soon
A United States edition of the Executor & Estate Organizer is currently in development. The U.S. system will combine a national core with state-specific guidance and resources.
United States-wide resources
Official federal resources that can help executors and other estate representatives understand tax responsibilities, obtain information, administer estate income, address Social Security matters and complete other federal requirements.
Internal Revenue Service starting point for executors, estate administrators and other representatives, covering final tax returns, estate income tax, obtaining tax information, estate tax and related responsibilities.
IRS guidance on the federal tax responsibilities of an executor or estate administrator, including final individual returns, estate income tax returns, EINs and possible estate-tax filings.
Information about obtaining tax returns, transcripts and other IRS information on behalf of a deceased person, including documentation that may be required to establish your authority.
IRS information about income earned by an estate, filing Form 1041 and obtaining an Employer Identification Number for the estate.
IRS Publication 559 provides detailed federal tax guidance for people responsible for a deceased person’s property and estate, including final returns and estate income-tax matters.
Social Security Administration guidance on reporting a death and identifying survivor benefits or other payments that may be available to eligible family members.
State-specific resources
Probate, court procedures, appointment of estate representatives, creditor requirements, inheritance rules and some estate taxes are governed by state law. State-specific resource pages will be added as corresponding editions of the Executor & Estate Organizer are developed.
State editions coming soon
The first state-specific Executor & Estate Organizer editions and accompanying official resource pages are in development.