After a death: first steps and estate file

Begin carefully

Obtain the death certificate and locate any will or amendment.Record where original documents are held; do not mark, staple or alter them.Secure property and important papers without distributing estate assets.Write down urgent practical issues and any known court or transaction deadlines.

People and authority

List potential executors, beneficiaries and close relatives.Note beneficiaries abroad and anyone who is a minor.Keep copies of existing court papers and foreign grants.Record advisers and institutions already contacted.

Property and obligations

List known accounts, property, insurance and other assets.Gather available statements, title information and debt records.Record expenses paid and keep the receipts.Ask what authority is required before collecting, selling or distributing an asset.

These preparation prompts are not official forms or a complete statement of the legal requirements. Bring what you have and discuss any missing information with your adviser.

Begin carefully

People and authority

Property and obligations

Let’s discuss your next step.