The moments and days immediately following a death are often overwhelming. As the executor, there are a few urgent tasks you should focus on right away. These “first steps” help ensure the deceased is properly cared for and that the estate is protected in the short term. This section will cover those immediate responsibilities – from handling the funeral to securing assets – and provide a checklist to keep you organized during this critical period.
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Confirm the Death and Order the Death Certificate
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Notify Close Family and Friends
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Secure Property and Lock Down Assets
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Organ Donation Wishes (if Applicable)
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Autopsy and Coroner’s Involvement
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Funeral and Memorial Arrangements
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Register the Death and Obtain Official Documents
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Locating the Will (and Other Key Documents)
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Notifying Key Organizations of the Death
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Interim Management of Estate and Ongoing Responsibilities
With the immediate necessities handled, you can now turn your attention to understanding the will and the court processes (probate) that may lie ahead. We’ll tackle those next.