This Reverse Mortgage Executor Checklist guides you through critical steps you need to take after a borrower’s death, from immediate notifications to finalizing the estate. It’s a straightforward, easy-to-use reference that keeps essential tasks top of mind, ensuring nothing is missed during this sensitive process.

Available in three formats:

• Microsoft Word: Use and edit to make it fit your situation over time.
• PDF: Reusable with working checkboxes to keep you on track. Keeps you from accidentally deleting important tasks.
• Google Docs: Clickable checkboxes you can access from all of your devices with Google Drive.