The Guides

The Estate — Now What

16 pages · Printable PDF

A clear, step-by-step roadmap through the practical and administrative tasks that follow a death, taking the guesswork out of the executor and notification process.

What's inside

  1. 1.How to Use This Guide
  2. 2.Immediate Steps After Death (Days 1–7)
  3. 3.Your Role as Executor or Administrator
  4. 4.Inventory & Valuation of the Estate
  5. 5.Notifying Agencies & Closing Accounts
  6. 6.Taxes & the Estate
  7. 7.Estate Settlement Timelines
  8. 8.Working with Professionals
  9. 9.Glossary
  10. 10.Additional Resources & Support
  11. 11.The Serenity Prayer

How to get this resource

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For general educational purposes only. Not medical, legal, or financial advice.

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