Secure the original will and file with probate court● High priority

The original will must be filed, not a copy. Act promptly — courts have filing windows in some states.

Obtain at least 10 certified death certificates● High priority

These are needed by every institution — banks, courts, insurance companies, motor vehicles, and more.

Hire a probate attorney if the estate is complex● High priority

Even a one-hour consultation can prevent costly mistakes. Look for attorneys who specialize in probate.

Notify Social Security and pension administrators● High priority

Benefits must be stopped promptly to avoid overpayments that will need to be returned.

Notify life insurance companies and file claims● High priority

Gather policy documents and file claims promptly. Benefits typically pay outside probate.

Secure and protect all real property● High priority

Change locks if needed, maintain insurance, and pay mortgages to protect estate assets.

Freeze or monitor financial accounts● High priority

Contact banks with the death certificate to freeze accounts and prevent unauthorized access.

Do not discard or distribute anything until inventory is complete● High priority

Heirs may disagree about items. Document everything before any distribution begins.

Contact an estate sale company for household contents● High priority

If the home contains decades of belongings, a professional estate sale company handles appraisal, setup, advertising, and running the sale.

Interview probate realtors before listing the property

Not all realtors understand probate court requirements. Choose one with specific probate experience.

Plan for cleanout after the estate sale

Budget for professional cleanout services to prepare the property for sale after the estate sale.

Get cash offers if speed or condition is a concern

If the estate needs quick resolution or the property is in poor condition, a cash offer may be the best option.

Open an estate bank account● High priority

All estate income and expenses should flow through a dedicated estate account for clean recordkeeping.

Keep meticulous records of all decisions and expenditures● High priority

As executor you are personally accountable. Document everything in writing.