Your step-by-step guide to settling a loved one’s affairs with clarity and compassion.

When someone passes away, managing their estate can feel overwhelming, especially if you’re the one responsible. If you’ve been named the executor, you may not know where to begin. This guide offers a clear estate management checklist to help you carry out your duties confidently, protect your loved one’s legacy, and bring peace of mind to those left behind.

At B’resheet, we understand that estate planning isn’t just about money—it’s about honoring lives and building lasting stability for families like yours.

What Is an Executor and What Do They Do?

An executor is the person legally appointed to manage someone’s estate after they die. That means:

• Following the will (if there is one)
  
• Settling debts
  
• Paying taxes
  
• Distributing property and assets to beneficiaries
  

Executors play a key role in ensuring the deceased’s wishes are fulfilled and that the family is supported during a hard time.

Executor Checklist: Step-by-Step

1. Get the Legal Authority

Before doing anything, you’ll need to:

• Locate the will (if it exists)
  
• File it with the probate court
  
• Get Letters Testamentary (legal permission to act as executor)
  

If there’s no will, you may be appointed as administrator instead.

2. Secure the Estate

Protect all assets by:

• Locking up the home
  
• Taking inventory of valuables
  
• Notifying financial institutions
  
• Redirecting mail
  

This helps prevent theft, damage, or confusion.

3. Notify Important Parties

Let the following people and institutions know:

• Family members and heirs
  
• Banks and credit unions
  
• Social Security Administration
  
• Insurance companies
  
• Credit bureaus
  

Pro tip: Keep a contact log to track conversations.

4. Inventory Assets and Debts

Create a list of everything the person owned and owed:

• Real estate, vehicles, jewelry, and furniture
  
• Bank accounts, retirement funds, and life insurance
  
• Credit cards, loans, and taxes
  

Use this to help with probate and taxes.

5. Pay Debts and Taxes

You’re responsible for:

• Settling final bills and funeral expenses
  
• Filing the deceased’s last tax return
  
• Paying any estate taxes (if required)
  

💡 Visit IRS.gov for up-to-date filing information.

6. Distribute Inheritance

Once all debts and taxes are handled:

• Follow the will to give out property and funds
  
• If no will, follow your state’s laws (called intestate succession)
  

Be transparent. Keep records to avoid family misunderstandings.

7. Close the Estate

After all duties are done:

• Submit a final accounting to the court
  
• Get approval to close the estate
  

Save documents in a secure place for future reference

Need Help Managing an Estate?

Being an executor is a big responsibility, but you don’t have to do it alone. B’resheet offers compassionate guidance for families just like yours. Whether you’re preparing now or managing a loved one’s legacy, we’re here to help.

📩 Contact us for a free consultation
📥 Download: Estate Executor Checklist