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> Estate Checklist
Estate Checklist
Personal Information
Obtain death certificate
Gather important documents (will, birth certificate, social security card, etc.)
Notify relevant parties (banks, insurance companies, etc.) of the death
Financial Assets
Compile list of bank accounts
Compile list of investment accounts
Compile list of real estate properties
Compile list of retirement accounts
Debts and Liabilities
Identify outstanding debts (mortgages, loans, credit card debt, etc.)
Obtain copies of bills and statements
Contact creditors to inform them of the death
Estate Administration
Determine if probate is necessary
Hire an estate attorney if needed
Begin the probate process if necessary
Distribute assets according to the will or state laws
Beneficiaries and Heirs
Identify beneficiaries and heirs
Notify them of their inheritance
Provide necessary documentation for them to claim their inheritance
Tax Obligations
Determine if estate taxes are owed
File final income tax return for the deceased
File estate tax return if necessary
Final Arrangements
Arrange for funeral and burial or cremation
Cancel subscriptions and services
Notify employer or business partners of the death
Personal Property
Inventory personal belongings
Determine how personal property will be distributed
Appraise valuable items if needed
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