Executor Checklist PDF
Updated October 11, 2026
This executor checklist PDF breaks the job into four stages: the first 24 hours, the first week, the first month, and the first year. Check off each step and log every call.
First 24 hours and first week
- Pronouncement of death and funeral home
- Secure the home, car, pets, and valuables
- Find the will and important documents
- Order certified death certificates
- Notify employer and Social Security
- Start an expense log
First month
- File the will with the probate court if required
- Get appointed (letters testamentary)
- Get an EIN and open an estate account if needed
- Notify banks, investment and retirement companies
- File life insurance claims
- Notify credit bureaus
- Cancel phone, subscriptions, and online accounts
First year
- Inventory assets and debts
- Pay valid debts from the estate
- File final income tax returns
- Sell or transfer property and vehicles
- Distribute assets and close the estate
Rules differ by state; an estate attorney can confirm what applies. The full checklist, with an accounts-notified log, is Section 10 of the In Case I Die Binder.
The In Case I Die Binder: Simple Fill-In Edition · 46-page fillable PDF · US Letter
Get the Binder nowType on your computer or print and write. Yours to keep and re-print.
Questions
What does an executor do?
Gathers assets, pays valid debts and taxes, and distributes what is left as the will directs, under the probate court's supervision when required.
Is the executor checklist sold separately?
It is included in the binder, which also gives the executor the account and document information they need.
Does the executor pay debts personally?
Generally no; debts are paid from the estate. Ask an attorney about your state.
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