What steps does an executor take during probate?

During probate, an executor acts as a fiduciary to manage the estate under court supervision. The general steps include:

• Initiation: The executor files the will with the probate court and receives official documentation (such as letters testamentary) authorizing them to act on behalf of the estate.12
• Asset Management: The executor identifies, gathers, and safeguards the deceased’s assets, determining their fair market value through records or professional appraisals.12
• Notifications: The executor notifies beneficiaries, heirs, and creditors. Creditors are given a specific period to file claims against the estate.12
• Financial Obligations: The executor pays outstanding debts, final expenses, and any required taxes using estate funds.12
• Distribution and Closing: After the court reviews and approves the final accounting of the estate, the executor distributes the remaining assets to the heirs according to the will’s instructions and requests that the court formally close the estate.12

Executors often work with attorneys to manage these legal and administrative requirements, as the process can be complex and time-consuming.12