Just Named Executor? Here Are Your First 5 Moves.

Being named an executor is more than a title; it’s a profound responsibility that begins the moment a loved one passes. The actions you take in the first 48 hours are crucial for protecting the estate and ensuring the entire probate process runs smoothly.

Here is the framework for your first five essential moves:

Locate the Will: This document is the source of truth for the entire process. It officially names you as executor and details the decedent's final wishes. Securing the original copy is your immediate priority.

Obtain Official Death Certificates: You will need multiple certified copies of the death certificate. This is the key that unlocks your ability to close bank accounts, claim insurance policies, and file the initial probate petition with the court.

Secure the Real Estate: An empty home is a vulnerable asset. Your first duty as executor is to protect it. Immediately change the locks, secure all windows and entry points, and ensure the property is safe from theft or vandalism.

Notify Financial Institutions: Contact all banks, credit unions, and brokerage firms to formally notify them of the death. This freezes the accounts, preventing fraud and unauthorized transactions while the estate is settled.

Assemble Your Expert Team: You are the CEO of this project, but you don't have to be the expert on everything. Your first call should be to a qualified probate attorney who will serve as your legal counsel, guiding you through every court filing and legal requirement.