Probate checklist for executors and Personal Representatives

Probate is easier when the work is organized early

Probate usually involves legal filings, estate documents, creditor notices, accounting, property management, beneficiary communication, and distribution records. A checklist helps executors avoid losing track of the operational work behind the estate.

Start with estate intake

Before probate work can move smoothly, the executor needs a clear picture of the estate, the people involved, and the records that already exist.

• Identify the decedent, estate name, and court jurisdiction
• Collect the will, death certificate, and key estate documents
• List beneficiaries, heirs, advisors, and important contacts
• Create a central place for notes, documents, and next steps

Track money and property activity

Estate administration often creates financial activity before final accounting is due. Executors should track estate income, expenses, reimbursements, property costs, and supporting documents as they happen.

• Record estate expenses and attach receipts
• Track reimbursements and professional fees
• Document property maintenance, rent, utilities, insurance, and taxes
• Keep accounting records separated by estate

Prepare for reporting and distribution

As probate progresses, the executor should maintain records that make attorney review, beneficiary updates, and final reporting easier.

• Track beneficiary communication and distribution status
• Maintain an activity timeline and audit trail
• Prepare clean summaries for review
• Preserve export snapshots and supporting context

Core probate checklist