For tax practitioners, accountants, and financial advisors, helping a client navigate the death of a loved one is one of the most important and solemn responsibilities we face. The task of administrating a decedent’s estate can be daunting, but it becomes much more manageable with an organized, methodical approach. This free checklist lays out tasks and responsibilities based on the timeline of their completion—things to do immediately, within 30 days, within 90 days, etc. 

This checklist, designed by Steven G. Siegel, JD, LLM, is a part of Western CPE’s annual Federal Tax Update and California Federal Tax Update courses. These courses offer in-depth analysis of the latest legal developments relating to estates, trusts, and beneficiaries, ensuring you know what tax minefields to avoid, as well as making sure you don’t leave opportunities on the table. If you find this free resource useful, we recommend taking a full Federal Tax Update.