Executor Guide Preview
This is the guide Local Legacy Vault generates to help family members and executors know exactly where to begin — and what can wait.
This guide was prepared to give whoever is handling affairs a clear starting point — organized by priority, not by complexity.
The first days are the most disorienting. This section gives you a clear sequence — what needs attention now, what can wait, and how to avoid the most common mistakes made under pressure.
These contacts are already informed of the family's situation or will be essential in the days ahead. Contact them in the order that best matches your immediate needs.
Knowing where documents are located saves weeks of searching. This section records where critical papers can be found and what each one is used for.
An overview of financial accounts and assets. Contact Sandra Okafor and David Merritt before taking any action on these accounts. No accounts should be closed or transferred until legal counsel has confirmed the correct process.
Contact insurance providers promptly. Life insurance claims typically require a certified death certificate and policy number. Home and auto policies should be kept active until property is transferred.
Keeping the household operating during the estate process requires knowing who handles what. This section covers utilities, maintenance contacts, access information, and ongoing services.
The pressure to act quickly is real — but most of the most common estate mistakes happen because decisions were made too soon. This section exists to give you permission to slow down.
Additional guidance and reminders as you work through the estate process over the coming weeks and months. There is no single right way to move through this. Take it at a pace that respects both the process and the people involved.
Digital accounts (email, social media, online storage) may need to be memorialized or closed. Contact the attorney for guidance on accessing these accounts legally.
This guide was prepared so that whoever carries this responsibility would not have to start from nothing. The information here is as accurate and current as it could be made at the time of preparation.
If you have questions or encounter information that has changed, the attorney and financial advisor listed in Section 02 are your best first calls.
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Local Legacy Vault helps organize the information, contacts, and guidance families may need during an overwhelming time. Private, offline, and prepared with care.
Private. Offline. Prepared with care.