Free estate tools

Simple tools to organize your next steps. The checklist saves selections on this device only; the inventory stays in your browser and can be printed.

Estate action checklist

Identify immediate family and emergency contacts

Locate any will, trust, and estate planning documents

Request certified death certificates if applicable

Secure home, vehicles, pets and valuables

List accounts, insurance, property and outstanding bills

Find the appropriate state and county probate court

Confirm who has legal authority to act

Record all estate-related expenses and receipts

Ask a professional about filing deadlines and tax obligations

Enter a working list of assets. Avoid entering account numbers, passwords, or other sensitive information.

Asset	Estimated value	Notes