Find the governing documents

Locate the original will, any trust documents, death certificate information, and details of prior advisers. Keep originals secure and check local rules about delivering or filing a will. Identify the deceased person’s residence and property locations because more than one jurisdiction may be involved. Do not write changes on an original document or rely solely on a photograph of it.

Confirm authority before acting

The court may need to appoint a personal representative and issue evidence of authority. Some property may pass through another process, depending on ownership, beneficiaries, and local law. California Courts explains these distinctions in its probate materials, but thresholds and procedures differ elsewhere. Ask what authority a bank or other institution requires before attempting to control an account.

Build a careful inventory

List property, account details, liabilities, and relevant contact information without assuming that everything belongs to the probate estate. Record how each asset is titled and whether beneficiary information exists. Keep personal and estate money separate. A dated inventory with supporting statements is more useful than an estimated total assembled from family recollection, especially when ownership is unclear.

Preserve property and document expenses

Ask what steps you are authorised to take to protect the home, insurance, and other assets. Keep receipts for necessary expenses and record who paid them. Avoid informal promises about reimbursement or inheritance. If relatives need access to belongings, document arrangements consistently. Uncertainty about ownership or possession should be resolved before valuable items are handed over or sold.

Get advice before paying or distributing

Estate debts, taxes, notices, and beneficiary rights can affect when and how payments are made. Do not assume every creditor demand should be paid immediately or that family agreement replaces legal requirements. Seek professional help where the estate is insolvent, contested, or complex. Maintain a clear account of receipts, payments, decisions, and eventual distributions throughout the administration.

Keep this in mind

Your preparation list.

  • Secure the original will and related records.
  • Confirm the required appointment and authority.
  • List assets with their actual ownership details.
  • Get advice before distributions or disputed payments.

Reference points: California Courts Self-Help Guide, Guide to property after someone dies and Duties and Liabilities of Personal Representative (DE-147). Local estate law controls. Reviewed September 30, 2026.

General information for U.S. readers. Local law and your circumstances determine the appropriate next step.