Information for my Executor - Cowan and Kelly 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your full legal name in the designated fields, including first, middle, and last names.
3. Fill out your legal residence address, ensuring to include street, city, state, and zip code. If you have other residences, provide those details as well.
4. Locate the section for your Last Will and Testament. Indicate where the original copy is stored and provide the date of the will along with the names of executors and trustees.
5. Complete the personal records section by detailing your birth certificate location, date of birth, and marriage certificate information.
6. Proceed to fill in your Social Security number and its location. Then move on to tax records by specifying where copies of income tax returns are kept.
7. Continue through each section methodically—credit cards, checking accounts, savings accounts—ensuring all relevant information is accurately filled out.
8. Finally, review all entries for accuracy before saving or sharing your completed document using our platform's features.

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