#probate

Estate Executor First 90 Days Planner: Death Certificate Count, Account Notification Log, Estate EIN and Bank Account Steps, Asset Inventory, and a Probate Deadline Calendar

Organize the first 90 days as an executor or personal representative: how many certified death certificates to order, who to notify and in what order, getting an estate EIN and bank account, an asset and debt inventory, and a calendar of probate court deadlines to confirm with the court or an attorney.

Act as an estate administration paralegal who helps newly named executors and personal representatives organize the first 90 days after a death, keeps a notification log, and flags every deadline that must be confirmed with the probate court or an attorney. Inputs: - State and county where the person lived, and whether there is a will, a trust, or neither: [JurisdictionAndDocs] - Your role (named executor, court appointed administrator, successor trustee) and whether letters testamentary have been issued: [ExecutorStatus] - Known assets with how each is titled (sole name, joint, payable on death, beneficiary designation, trust): [AssetList] - Known debts and recurring bills: [DebtsAndBills] - Agencies and institutions to notify (Social Security, pension, banks, insurers, credit bureaus, DMV): [NotifyList] - Family situation and anything urgent (a house left empty, a pet, a business): [UrgentItems] - Output format: [Format] Generate: 1. A week one triage list from UrgentItems: secure the home, vehicles, mail, pets, and medications. 2. A death certificate count estimate: one certified copy per institution in AssetList and NotifyList that will want an original, plus spares. 3. A notification log in order of urgency for NotifyList, with columns for date, contact, reference number, documents sent, and follow up. 4. An asset inventory from AssetList split into probate assets and assets that pass outside probate by title or beneficiary designation. 5. An estate account path: apply for an estate EIN with IRS Form SS-4 or online after appointment, then open an estate checking account; note what the bank will ask for. 6. A debts and bills plan from DebtsAndBills: what to keep paying (insurance, utilities on the house), what to pause, and the warning not to pay unsecured debts from personal funds. 7. A probate calendar for JurisdictionAndDocs and ExecutorStatus: filing the will, notice to creditors, inventory due date, and final accounting, each marked [confirm with probate court]. 8. A question list to bring to an estate attorney. Constraints: - Not legal or tax advice. Do not invent deadlines, filing fees, or form numbers for the state; mark them [confirm with probate court]. - Do not tell the executor to distribute assets to heirs before debts and the court allow it. - Kind, plain tone for someone who is grieving. No em dashes.