Estate Administration: Practical First Steps for Executors

All About Estates
By Caroline Caron
June 12th, 2026

The First Month After a Death: Practical First Steps for Executors and Family Members

The first month after a death is often both emotionally and administratively demanding. Whether you are acting as executor or helping someone who is, a few clear first steps can make the estate administration process feel more manageable.

Focusing on a few foundational steps can create a strong starting point for the estate administration process.

1. Secure the Home, Assets, and Immediate Risks
2. Locate the Will and Other Key Documents
3. Consider Who to Notify, and When

Although the role of executor can feel overwhelming, taking matters step by step can make the process more manageable. In doing so, you are carrying out important responsibilities while helping protect the estate and honour the deceased’s wishes.

This article provides general information only. Estate administration rules and procedures vary across provinces and territories, and legal advice is recommended in most cases.