Being an executor comes with real responsibility — and it can be overwhelming, especially if you’re grieving or navigating family dynamics at the same time.
Here’s a simple, step-by-step guide to help you find your footing in the first days and weeks.
1. Locate the Will
You’ll need the original, signed version of the will — usually kept in a safe, filing cabinet, or attorney’s office. This document determines how assets are distributed and who is legally in charge.
2. Order Death Certificates
You’ll need multiple official copies (start with 5–10). These are required for everything from closing bank accounts to transferring property.
3. Secure Assets
Make sure property is safe and insured. If your loved one owned a home, confirm it's locked and utilities are maintained. Don’t distribute or dispose of anything yet.
4. File the Will with Probate Court
This is often required, even for small estates. The court officially names you as executor so you can start acting on behalf of the estate.
5. Create an Inventory of Assets and Debts
This includes bank accounts, retirement funds, property, personal belongings, and any outstanding debts or bills.
6. Notify Key Parties
This includes beneficiaries, financial institutions, mortgage holders, and insurance companies. You’ll also need to alert the Social Security Administration and credit bureaus.
7. Open an Estate Account
This bank account is used to manage the estate’s funds — paying bills, collecting income, and eventually distributing to heirs.
8. Work with Professionals When Needed
An estate attorney or CPA can help guide you through tax filings, legal requirements, and avoid mistakes that could delay the process.
9. Distribute the Estate
Only once debts are settled and court approvals (if needed) are received, can assets be distributed according to the will.
10. Close the Estate
File any final paperwork required by the probate court and close the estate’s bank account once all tasks are complete.
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