Executor’s Checklist

Step 1: Get Organized

• Obtain the death certificate and locate the will

• Identify heirs, beneficiaries, and key contacts

• Secure the home, vehicles, and valuables

• Gather important documents (deeds, bank statements, insurance, tax records)

Step 2: Start the Probate Process

• File the will with the probate court

• Petition to be officially appointed as executor

• Notify heirs, beneficiaries, and known creditors

Step 3: Manage the Estate

• Open a dedicated estate bank account

• Collect money owed to the estate (pensions, refunds, rental income)

• Inventory and appraise all assets

• Keep property insured, safe, and maintained

Step 4: Pay Obligations

• Review, validate, and pay outstanding debts

• Cover funeral and administrative expenses

• File the deceased’s final income tax return

• Pay estate or inheritance taxes if required

Step 5: Distribute & Close the Estate

• Provide heirs and the court with an accounting of estate activity

• Distribute remaining assets according to the will or court order

• Obtain court approval for final distribution

• Close the estate officially