Find out what needs probate-and take the next steps with confidence.
Being named executor can leave you with unfamiliar responsibilities at an already difficult time. How to Probate an Estate: A Step-by-Step Guide for Executors helps you identify property that can pass outside probate, understand simpler procedures where available and work through the administration that remains.
Avoid unnecessary work and stay in control of the estate
- Check whether probate is needed: distinguish probate property from assets that may pass directly to beneficiaries, and understand small-estate alternatives.
- Know where to begin: locate the will, gather records, protect property and understand your responsibilities as executor.
- Keep the process organised: use the executor checklist to track tasks and due dates, with explanations of appointments, notices and court procedures.
- Handle the financial details: inventory assets, manage estate funds, address creditor claims and understand the tax matters involved.
- Complete the estate: prepare accounts, distribute assets, obtain receipts and bring the administration to a close.
- Understand related trusts: learn how an executor and successor trustee work together when a living trust is involved.
A practical reference beside your estate file
Plain-English explanations and sample documents help you see what information to gather and what each stage involves. Use the guide to prepare for conversations with advisers, understand the work you can handle and recognise where professional help is needed.
The book also explains probate-avoidance arrangements, including beneficiary designations, joint ownership and living trusts. For an estate you are administering now, it helps you identify the arrangements already in place and the property they cover.
Prepared by lawyers. Now in its fourth edition for 2026.
First published in 2010, this executor guide has been updated for readers working through estate administration today. EstateBee was founded by lawyers in 2000.
For U.S. estates. Probate procedures and court forms vary; use the current requirements of the court handling the estate.