The Immediate Post-Death Action Checklist is a fillable PDF designed to guide trustees through the critical first 60–90 days after a grantor’s death—a period when mistakes, missed deadlines, and poor documentation most often lead to disputes or liability. This checklist provides a clear, step-by-step roadmap for stabilizing the trust and establishing proper administration from the outset.
 
The checklist walks trustees through confirming trustee authority, securing legal and financial standing, protecting real and personal property, gathering and valuing assets, engaging key professionals, managing early expenses and creditor issues, and initiating required beneficiary communications. It also highlights critical deadlines, including beneficiary notice and contest periods, creditor claim timelines, and tax filing obligations.
 
Designed for immediate, real-world use, this checklist helps trustees act methodically during a stressful transition, reduce overlooked tasks, and create a defensible administrative record from day one. The fillable PDF format allows trustees to complete the checklist electronically, add notes, and retain it as part of the trust’s permanent records.