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Probate Checklist

A simple step-by-step guide to what needs to be done during probate. You don't need to complete everything at once.

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1. Immediate After-Death Tasks

0/5

2. Determine If Probate Is Required

0/5

3. Open the Probate Case (If Required)

0/4

4. Notify Interested Parties

0/4

5. Inventory & Value the Estate

0/5

6. Manage Estate Assets

0/4

7. Pay Debts & Taxes

0/4

8. Handle Real Estate (If Applicable)

0/5

9. Distribute Assets to Heirs

0/4

10. Close Probate

0/4

Feeling Overwhelmed? That's Normal.

Most people don't know what probate involves until they're in it. This checklist isn't meant to rush you — it's meant to give you visibility and control. You can complete probate one step at a time.

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The information on this page is provided for general educational purposes only and is not legal, tax, or financial advice. Probate laws change and vary by state and by individual circumstances, and we cannot guarantee the completeness or accuracy of the information provided. For advice about your specific situation, consult a licensed attorney in your state.