10/16/2026
After a loved one passes away, an executor may need to handle court filings, property, bills, and communication with beneficiaries. Before beginning probate, gathering key information can make the next steps easier to understand.
Start by organizing:
• The original will and any related estate-planning documents
• A list of assets, such as bank accounts, real estate, and insurance policies
• Recent statements and information about debts or ongoing expenses
• Names and contact details for beneficiaries and other relevant parties
An executor generally needs court authorization before acting on behalf of the estate. Depending on the circumstances, responsibilities may include locating and collecting assets, addressing debts and liabilities, and distributing property according to the will. The process can differ when there is no will.
If you’re settling an estate in Nassau or Suffolk County, I can explain the process and help you understand your responsibilities. Please reach out to Elder Attorney Long Island in Melville to discuss your family’s next steps.