Who this is for

Handling an estate? Start here.

This page is for the person in charge of an estate: an executor or administrator in probate, the trustee of a trust, or a conservator. In probate the court calls an executor or administrator a personal representative. Trustees and conservators have their own titles and their own rules, but the job feels the same. You are responsible for a house and everything in it, and the courts and the paperwork come with it.

Answer a few questions and you get a plain-English read on where you stand: what your responsibilities are, where the court process fits, what help and resources are out there, and what to do about the house and its contents. Each one ends with your own punch list, so you know what to handle first.

DB is a REALTOR®, not an attorney. This is orientation, not legal advice.

Estate Quick Check

About one minute. A straight answer about where the estate stands and what to handle first.

SampleAn example of what you get. Nothing here to click.
Your punch listWhat you're responsible for, in the order it usually happens. Check things off as you go, or print it.
Do now
Order ten certified death certificates.Banks, the title company and the DMV can each keep one. Six can do for a simple estate.Guide, Ch 1
Check the deed, not just the trust.If the house was never deeded into the trust, ask a trust attorney about a Heggstad petition before anyone files a full probate.Guide, Ch 2
Get the insurance answer in writing.Ask the carrier whether the policy covers a vacant house, and for how long. A standard policy can suspend coverage after sixty days vacant.Guide, Ch 1
Coming up
Collect the mail and keep every receipt.The mail is how you find the accounts nobody told you about.Guide, Ch 1, 4
Showing 4 of 13 items in this example

Example for a home held in a trust. Yours is built from your answers, and the order changes with your situation.

Your role
Choose an option to continue.
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