Settling an estate, even a simple one, involves plenty of loose ends and details. The following list will give you an idea of the many things you may need to do as executor. Use it as a guide, adding or deleting items as needed.

• Locate the will
• Contact and retain a lawyer, if necessary
• Apply to appear before the probate court
• Notify beneficiaries named in the will
• Arrange for publication of notice to creditors and mail a notice to each known creditor
• Send notices of the person’s death to the post office, utilities, banks and credit card companies
• Inventory all assets and have them appraised and insured, if necessary
• Collect debts owed to the estate
• Check with the deceased’s employer for unpaid salary, insurance and other employee benefits
• File for Social Security, civil service or veteran benefits
• File for life insurance and other benefits
• File city, state and/or federal tax returns
• File state death and federal estate tax returns
• Pay valid claims against the estate
• Distribute assets and obtain receipts from beneficiaries
• File accounting and other papers to finalize the estate

For your own protection, you should keep a copy of all records for at least two years. And don’t hesitate to seek the guidance of a professional if you need help in settling the estate.