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Estate Checklist

Personal Information

Obtain death certificate

Contact attorney

Notify banks and financial institutions

Obtain copies of will and other legal documents

Assets

List all real estate

List all bank accounts

List all retirement accounts

List all vehicles

Debts

Notify creditors

Pay outstanding bills

Close credit card accounts

Taxes

File final income tax return

File estate tax return, if necessary

Pay any outstanding taxes

Distribution of Assets

Distribute assets according to will

Transfer ownership of real estate

Transfer ownership of vehicles

Closing the Estate

Obtain release of liability from creditors

Obtain release of liability from beneficiaries

Close estate bank accounts

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