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Get a personalized checklist of steps to settle an estate. Answer a few questions about your situation and we’ll guide you through the process.
Answer a few questions to get a personalized checklist for your situation.
This checklist provides general guidance for estate settlement. Requirements vary by state and circumstance. Consult a licensed attorney for legal advice.
Immediate priorities include obtaining certified death certificates (10-15 copies are typically needed), locating estate planning documents, securing property and assets, notifying financial institutions, and determining whether probate is required.
In Massachusetts, the estate inventory must be filed within 90 days of the executor's appointment.
Massachusetts allows a surviving spouse to elect against the will and receive 3300% of the estate. This election must be made within 180 days of receiving notice of probate.
Yes. Massachusetts provides a family allowance to spouse, minor children, dependent children during estate administration. The amount is at court discretion for up to 12 months.
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Losing a parent is overwhelming. What needs to happen next — settling the estate, navigating probate, and the steps to move forward.
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When you're ready, this won't take long. Settling the estate, claiming survivor benefits, retitling assets, and updating your own plan.
Learn moreExplore related tools and documents to complete your estate plan.
Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.
Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.
Find out what to expect when inheriting money, property, or other assets. See timeline estimates, inheritance tax implications, and understand what the executor or trustee is handling behind the scenes.
See when creditors must file claims, what notice you must publish, whether direct notice is required, and the statutory priority for paying debts. Enter dates to calculate specific deadlines.
In-depth guides covering Massachusetts probate laws, trust requirements, and estate planning strategies.