Executor Checklist: What to Do in the First 30 Days

Being named executor of an estate can feel overwhelming, especially during the first few weeks after losing a loved one. There are legal responsibilities, financial matters, and often a home that needs immediate attention. The most important thing to remember is that you do not need to do everything at once. The first 30 days should focus on protecting the estate, gathering important information, and creating a clear plan.

Start by collecting key documents such as the will, death certificates, insurance policies, bank statements, mortgage information, deeds, and utility bills. You should also secure the property by checking locks, forwarding mail, keeping utilities on, and making sure homeowner’s insurance remains active. If the home is vacant, it is a good idea to remove valuables and document the condition of the property with photos.

You will also want to contact a probate attorney and begin filing the paperwork needed to open probate. Once the court grants you authority through Letters Testamentary or Letters of Administration, you can begin handling estate matters such as opening an estate bank account, notifying creditors, and reviewing debts and assets. Taking these steps early can prevent delays later.

Finally, avoid rushing major decisions. Executors often feel pressure to sell the home quickly or distribute belongings right away, but it is better to take your time and fully understand the estate’s obligations first. With the right support from a probate attorney and real estate professional, you can move through the process with more clarity, confidence, and peace of mind.