Executor Checklist: The First 30 Days After a Death

Being named executor can feel intimidating. You’re legally responsible, emotionally involved, and often doing this for the first time. This checklist breaks the first 30 days into clear, manageable steps so nothing critical gets missed.

Days 1–7: Secure, and Orient Yourself

• Get death certificates - Order multiple certified copies.

• Find the will - Confirm you’re named executor and note any instructions.

• Secure property - Lock homes, vehicles, and valuables.

• Notify immediate family and key contacts- Employer, caregivers, close relatives.

• Do not distribute or sell anything yet - Even if asked.

• Start an executor log- Track documents, expenses, and decisions.

Next Couple Weeks: Determine the Legal Path

As executor, your first responsibility is not to “do probate.” It’s to determine what process (if any) is required before taking action.

• Determine whether probate is required

• Review how assets are titled (trust, joint, beneficiary, sole ownership).

• Many assets pass outside probate.

• If probate is required:

• File the will with the probate court (as required by your state)

• Petition to be formally appointed executor

• Once appointed, obtain authority to act on behalf of the estate 

• If probate is not required:

• Follow the instructions in the will or trust

• Use affidavits or beneficiary processes as applicable

• Forward mail and identify bills -  Know what needs ongoing payment

• List assets and debts - Create a simple inventory

What Executors Often Miss

• Assuming probate is required when it isn’t

• Acting before legal authority is granted

• Paying debts or distributing assets too early

• Mixing personal and estate funds

• Failing to document decisions

Rule of thumb:

The first 30 days are about control and clarity, not closure. Authority comes before action. If you don’t yet have legal authority, slow down.

Good Grief can turn this into a personalized executor roadmap so you don’t have to track it alone.