Step-by-step guide with required documents, timeline, tips, and common mistakes to avoid.
Securing the deceased's property should happen within hours of the death, especially if the home will be vacant. Unfortunately, burglaries targeting recently deceased homeowners are a real phenomenon — obituaries and public death notices can alert bad actors that a home is empty. Take these immediate steps: lock all doors and windows, account for all keys (change locks if any keys are missing or unaccounted for), set light timers or smart lights to simulate occupancy, activate any existing security system, and ask a trusted neighbor to keep an eye on the property.
If the home will be vacant for an extended period, take additional precautions. Stop newspaper delivery. Have someone collect the mail daily (or set up forwarding). Maintain the lawn, shovel snow, and keep the exterior looking lived-in. Consider installing a basic security camera (Ring, Blink, or similar systems cost $30 to $100 and provide smartphone alerts). Set the thermostat to at least 55 degrees in winter to prevent frozen pipes. If the property has a pool, spa, or other attractive nuisances, ensure they are properly secured to prevent liability.
Do not let anyone into the home to "claim" items without the executor's knowledge and permission. Well-meaning family members and friends may want to take mementos, but nothing should be removed from the property until the will has been reviewed and a formal inventory has been taken. The executor is personally liable for the estate's assets and must be able to account for everything. If family members are eager to take items, explain that an inventory must be completed first and that distributions will happen according to the will or estate plan.
Use our free interactive checklist to keep track of all 34 tasks across 4 phases.
Open the ChecklistImportant notice
This information is for general educational purposes only and does not constitute legal or financial advice. Laws vary significantly by state and individual circumstances. We strongly recommend consulting a licensed estate attorney and a certified financial planner for your specific situation.
If you're feeling overwhelmed, you're not alone. Send us a message and we'll do our best to point you in the right direction.