05/27/2026
The first 48 hours are critical. Here's your immediate action checklist:
Hour 1-6: □ Secure the property (change locks if necessary) □ Locate the original will and any trust documents □ Make a list of anyone who has keys to the home □ Arrange for pet care if needed
Hour 6-24: □ Notify Social Security Administration of the death □ Contact the deceased's employer and insurance companies □ Secure valuable items and important documents □ Stop automatic payments and subscriptions
Hour 24-48: □ Make a preliminary list of assets and debts □ Contact an attorney to begin the probate process □ Start a dedicated notebook or folder for all estate matters □ Notify banks and credit card companies
Being an executor is overwhelming, especially while you're grieving. Having a clear first-steps plan helps you fulfill your duties without added stress.
Need guidance? We help executors navigate every step.