The 200-Task Estate Administration Checklist

Everything your family needs to do after a death — organized by urgency and timeline. Free. No credit card required.

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What's inside the checklist

⚡ Week 1 — Immediate

  • Obtain death certificates (10–15 copies)
  • Notify Social Security Administration
  • Contact employer & pension provider
  • Locate the will and trust documents
  • Secure the home and valuables
  • Notify Medicare and Medicaid
  • Contact an estate attorney
  • Notify life insurance companies

+ 40 more immediate tasks →

📋 Month 1 — Administrative

  • File for probate (if required)
  • Cancel all subscriptions
  • Close or transfer bank accounts
  • Notify all credit card companies
  • Redirect and forward mail
  • Cancel driver's license & passport
  • File the final tax return
  • Transfer vehicle titles

+ 60 more month-1 tasks →

🏛️ Months 2–6 — Settlement

  • Sell or transfer real property
  • Distribute assets to beneficiaries
  • Pay outstanding debts in order
  • Close estate with probate court
  • Transfer retirement accounts
  • Handle digital accounts
  • Search unclaimed property databases
  • File estate tax return if required

+ 90 more settlement tasks →

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