Executor preparation workspace
Estate settlement checklist
Use this to organize the work, not to guess a filing. Check the preparation tasks in sequence, then choose the state where your loved one lived.
0 of 18 preparation tasks checked
Stage 1
Protect people, property and records
Stage 2
Confirm who can act
Stage 3
Build one asset and obligation inventory
Stage 4
Verify the court or non-court route
Stage 5
Handle claims, taxes and distributions in order
Stage 6
Close with evidence
Why the state matters
Probate, small-estate procedures, court structure, filing forms, fees and deadlines differ by jurisdiction and facts. State-specific filing information appears only when its controlling court sources, check date and limitations are clear.
IRS Publication 559 provides federal orientation for survivors, executors and administrators. It does not replace a state court process.