Your Initial Steps in the Probate Process

Obtain Multiple Certified Copies of the Death Certificate – You’ll need these for financial institutions, insurance claims, and legal filings. Order several copies from the funeral home or the Washington Department of Health.

Locate the Will and Other Estate Planning Documents – Search for the original will, any trusts, and estate-related paperwork. If you can’t find these documents, check with the decedent’s attorney or safe deposit box.

Notify the Social Security Administration (SSA) – If the deceased was receiving Social Security benefits, notify the SSA as soon as possible to avoid overpayments.

Secure the Property and Valuables – Make sure the deceased’s home, vehicles, and belongings are safe. If necessary, change locks and take inventory.

Arrange for Pet Care – If they have pets, arrange for their care immediately.

Forward Mail and Cancel Unnecessary Services – Set up mail forwarding to ensure you receive important documents. Cancel subscriptions, memberships, and utilities if no longer needed.