Estate Settlement Checklist: What to Do When Someone Dies

A step-by-step probate checklist to help you navigate the difficult process of settling an estate. Select your state to get started with state-specific guidance.

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What to Expect

Immediate Tasks

Critical steps to take in the first 24-48 hours after someone passes away.

First Week

Ordering death certificates, notifying employers, and securing valuables.

First Month

Meeting with attorneys, filing with probate court, and opening estate accounts.

Ongoing Tasks

Managing the estate, paying debts, filing taxes, and distributing assets.