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The Executor & Trustee 101 Checklist: What to Do When Someone Dies

If you've been named as the executor of a will or trustee of a trust, you may be feeling the weight of the responsibility. It’s a big job that nobody really wants to take on, but don't worry, we've got you covered. Our Executor & Trustee 101 Checklist is your step-by-step guide to making the process easier—and a lot less stressful.

You don’t need a law degree to do this job—just the right tools and guidance. With our checklist, you'll handle the estate in an organized way, preventing legal chaos and ensuring everything is in order.

What You'll Get:

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  • Immediate Actions: From securing property to notifying family, this section covers the urgent first steps.
  • Important Documents: Learn what documents you need to gather, from death certificates to bank accounts.
  • Legal & Financial Actions: Know when to meet with an attorney, file with probate, and notify Social Security.
  • Distributing Assets: Follow the will’s instructions and handle property transfers like a pro.
  • Bonus Tips: Learn what NOT to do to avoid costly mistakes and family drama.

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Take Control

Download the checklist now to get started and feel confident about your next steps.

You’ve got this. Let us help you keep things on track and make sure you're following the right steps—without the legal headaches.

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