Checklists

Executor Checklist: The First 30 Days

In the first 30 days

  1. Register the death and obtain certified copies of the death certificate
  2. Locate the will and confirm who is named as executor
  3. Notify banks, building societies, and pension providers of the death
  4. Begin securing the deceased's property and valuables
  5. Consider whether a financial asset search is needed to identify accounts you don't already know about
  6. Take advice on whether a grant of probate will be required