Obtain certified copies of the death certificate● High priority

You will need 8–12 copies. Required by courts, banks, insurance companies, and government agencies.

Locate the original will and any codicils● High priority

Check safe deposit boxes, file cabinets, or with the deceased's attorney. A copy is not sufficient.

Locate trusts, deeds, titles, and account statements● High priority

Gather all financial accounts, real property deeds, vehicle titles, and investment statements.

Consult with a probate attorney● High priority

Even a brief consultation helps you understand what your state requires. Confirm all steps with your attorney.

Notify beneficiaries and heirs● High priority

Most states require formal notice. Confirm requirements with your attorney or local probate court.

Create a complete inventory of all assets and debts● High priority

Include real estate, vehicles, bank accounts, retirement accounts, personal property, and all known debts.

Identify accounts with beneficiary designations

These typically pass outside probate. Check life insurance, retirement accounts, and bank accounts.

Allow all heirs to identify sentimental items first● High priority

Coordinate with family before any sale or cleanout is scheduled to avoid conflicts.

Document and photograph all significant personal property

Creates a record for the estate inventory and helps establish values.

Contact an estate sale company for significant personal property● High priority

If the home contains furniture, collectibles, jewelry, or art, a professional estate sale company can appraise, organize, and run the sale.

Consult a probate-experienced realtor if there is real estate● High priority

A realtor familiar with probate understands the court approval process and can advise on timing and pricing.

Schedule cleanout services after the estate sale

Remaining items can be donated, auctioned, or removed. Get multiple quotes from local vendors.

Get a cash offer if the home needs significant repairs

Cash buyers can close quickly and purchase as-is — useful when the estate needs fast resolution.

Pay all debts, taxes, and estate expenses before distribution● High priority

Debts must be paid before assets are distributed. Consult a CPA about estate and inheritance taxes.

File to close the estate with the probate court

Once debts are paid and assets distributed, file a petition to formally close the estate. Confirm with your court or attorney.