Executor Checklist
The first 30 days after a death.
Being named executor can feel intimidating. This checklist breaks the first 30 days into clear, manageable steps so nothing critical gets missed.
Turn this into a roadmapDays 1-7: Secure and orient yourself
- Get death certificates and order multiple certified copies.
- Find the will and confirm whether you are named executor.
- Secure property, vehicles, valuables, mail, and access.
- Notify immediate family, caregivers, employers, and key contacts.
- Do not distribute or sell anything yet.
- Start an executor log for documents, expenses, decisions, and calls.
Next couple weeks: determine legal path
- Review how assets are titled: trust, joint ownership, beneficiary, or sole ownership.
- Determine whether probate is required before taking action.
- If probate is required, file the will and petition to be formally appointed.
- If probate is not required, follow will, trust, affidavit, or beneficiary processes.
- Forward mail, identify bills, list assets, and list debts.
What executors often miss
- Assuming probate is required when it is not.
- Acting before legal authority is granted.
- Paying debts or distributing assets too early.
- Mixing personal and estate funds.
- Failing to document decisions.
The first 30 days are about control and clarity, not closure. Authority comes before action. If you do not yet have legal authority, slow down.