Short answer
Start by securing property, locating the original will, ordering death certificates, and identifying urgent bills and risks. Do not assume you have authority or distribute property before confirming the correct process.
Protect before distributing
Secure homes, vehicles, mail, records, valuables, and digital accounts. Keep estate money separate and document every transaction.
Locate the governing documents
Find the original will, codicils, trusts, deeds, beneficiary records, prenuptial agreements, and any safe-deposit information.
Build the first working list
A clear initial list helps counsel identify the correct process.
- Family and beneficiaries
- Probate and non-probate assets
- Known debts and recurring expenses
- Real estate in Vermont or elsewhere
- Business interests
- Court papers already received