Estate Administration Checklist

A comprehensive checklist of everything executors need to do.

Immediate tasks

• Register the death
• Order death certificates
• Use Tell Us Once
• Locate the will
• Secure the property

Within the first month

• Notify banks and institutions
• Begin probate application
• Value the estate
• Cancel unnecessary services

Ongoing administration

• Collect assets
• Pay debts and taxes
• Prepare estate accounts
• Distribute to beneficiaries