Executor Starting-Point Checklist

This is an organizational tool, not legal or tax advice. Probate and estate rules vary by state and situation. Use this to get organized and to know what to ask the attorney, accountant, or court — not as a substitute for them. Nothing you type leaves this page.

Tell me about your situation

Only used to tailor your list. Nothing is saved or sent anywhere.

Whose estate is this? (first name or initials — optional, just personalizes the list)

Your relationship to them

Spouse / partner Child Other family Friend / other

Is there a will?

Yes No Not sure

Are you named as executor / personal representative?

Yes No Not sure

What U.S. state (or region) governs the estate? (used only to point you to the right court — no legal specifics are assumed)

Did they own a home or other real estate?

Yes No

Did they own a business?

Yes No

Are there minor children or other dependents?

Yes No

Do you know where the key documents are? (will, deeds, account statements, policies)

Mostly yes Some No

How recent was the death?

Within days Within weeks Months ago

0 of 0 done · 0%

Want the done-for-you version?

This free checklist is your starting map. The Estate Settlement Command Center is the whole system — a ready-to-copy Notion workspace (task board, institutions to notify, documents, assets & deadlines) plus an AI prompt pack for the letters, calls, and hard questions.

See the complete kit →

Reminder: this is a starting-point organizer, not legal advice. Confirm anything time-sensitive with the probate court or an attorney in your state. Rules and deadlines vary.