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INTERACTIVE TOOL
Estate checklist
Track common organizational tasks. This is not a legal deadline tracker.
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Identify immediate family and urgent needs
Locate any will, trust and powers of attorney
Find death certificates if applicable
Secure home, vehicles and valuables
Identify banks, insurers, retirement plans and property
Determine whether court appointment or probate is required
Review state and local court instructions
Organize an inventory of assets and debts
Track notices, claims, expenses and taxes
Seek professional review before distributing assets
Retain receipts, filings and final records
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