iLEAD LAW GROUP

艾利德律师事务所

(718) 939-9000 [email protected]

Manhattan: 99 Park Ave, Ste 830, New York, NY 10016 | Queens: 136-20 38th Ave, Ste 9J, Flushing, NY 11354
New Jersey: 560 Sylvan Ave, Ste 3160, Englewood Cliffs, NJ 07632

Executor Information Form

Please provide details for your chosen executor(s). Use additional sheets if necessary.

I. Testator Information

Full Legal Name

Address

Phone Number

Email Address

II. Primary Executor

Primary Executor

Full Legal Name

Relationship to Testator

Date of Birth

Occupation

Address

Phone Number

Email Address

Has this person been informed and confirmed willingness to serve?

Yes

Not yet discussed

III. First Alternate Executor

First Alternate Executor

Full Legal Name

Relationship to Testator

Date of Birth

Occupation

Address

Phone Number

Email Address

Has this person been informed and confirmed willingness to serve?

Yes

Not yet discussed

IV. Second Alternate Executor

Second Alternate Executor

Full Legal Name

Relationship to Testator

Date of Birth

Occupation

Address

Phone Number

Email Address

Has this person been informed and confirmed willingness to serve?

Yes

Not yet discussed

V. Executor Powers

Please indicate which powers you wish to grant to your executor(s). Check all that apply:

Sell, transfer, or manage real estate property

Operate, sell, or dissolve business interests

Manage investment accounts and securities

File tax returns and handle tax matters on behalf of the estate

Distribute assets to beneficiaries according to the will

Hire professionals (attorneys, CPAs, financial advisors) as needed

Full powers — Grant all standard executor powers as permitted by law

VI. Executor Compensation

How should the executor be compensated for their service?

Statutory compensation (as permitted by applicable state law)

Waive compensation (executor agrees to serve without payment)

Custom amount: $ _______________________________

VII. Special Instructions

Please provide any additional instructions, preferences, or information regarding the executor's role and responsibilities:

I hereby affirm that the information provided above is true and accurate to the best of my knowledge.

Signature of Testator

Date

This form is for information gathering purposes only and does not constitute a legal document. Please consult with an attorney at iLEAD LAW GROUP for proper legal advice.