Estate Administration Timeline

Answer five quick questions and get a personalized checklist — filtered for your situation and organized by when each task needs to happen.

This tool builds a checklist tailored to your relationship, your state, and whether there was a will or trust. Checkboxes save automatically in your browser.

1. What is your relationship to the person who died?
4. Did they have a will or trust?
5. Are you the named executor or personal representative?