Named as executor? Your first 30 days
Sample byline: Jonathan Lyle5 min read
Sample post. Written for this design concept to demonstrate the article layout. Not authored or reviewed by Atrium Legal Group or Jonathan Lyle — the byline shows where attorney authorship would appear. General information only — not legal advice.
Being named executor is an honor and a responsibility. You don’t need to solve everything at once — but a few early steps make the rest smoother.
Locate the original Will
Courts generally require the original, signed Will. Check home files, safe deposit boxes, and with the attorney who drafted it.
Secure and list assets
Keep the home secure, collect mail, and start a simple list of accounts, property, and debts. Don’t distribute anything yet.
Talk to a probate attorney
Depending on the estate, options may include independent administration, a muniment of title, or a small estate affidavit. An attorney can help you choose the most efficient path in your county.