First steps
What to Do Immediately After a Death
This page covers the essential steps to take in the first days so probate can move smoothly.
Take a breath
There is no need to do everything at once. Focus on the basics and build a small task list.
Secure documents and records
- Request multiple certified death certificates.
- Locate the original will, trusts, and safe deposit information.
- Gather insurance policies and recent statements.
Protect assets
- Secure real estate, vehicles, and valuable items.
- Notify insurers of the death to maintain coverage.
- Forward mail to a trusted address.
Notify the court or seek legal guidance
- Contact the probate court to confirm local procedures.
- Ask an attorney if the estate is complex or contested.
- Prepare a list of immediate expenses to cover.