Executor Checklist. Free and practical.

You're handling a lot, quickly. This checklist walks you through the first hours, days, and next steps after a death — so nothing urgent is missed.

Use it as a guide, not a legal directive, and consult an estates professional if anything is unclear.

Private by design
Stored locally
Canada + USA

Practical guidance only. Not legal advice.

0 of 15 tasks

Before you start

  • •If there are dependents or pets, secure their care first.
  • •Don't distribute money or belongings until you understand the will and probate requirements.
  • •Don't cancel everything immediately — utilities, phone, and security may still be needed. Download statements first.
  • •Avoid accessing accounts by guessing passwords. Use official provider processes instead.

If you have vault access as a Trusted Contact, Provisio will link the relevant documents and contacts inside each step.

Look for funeral or immediate wishes instructions
Notify immediate family and key contacts
Secure the property
Check Provisio for immediate instructions
Store Documents in Vault

Free to use. No paywall.

Store your important documents securely

Upload wills, insurance policies, death certificates, and more to your secure Provisio Vault. Share access with your lawyer, accountant, or family through Trusted Contacts.

Create Your Free Vault

Why is this free?

We believe that handling a loved one's affairs shouldn't come with a paywall. We hope you'll trust Provisio to store and organize your important documents.

More Free Tools from Provisio

All free. No account required. No paywall.

Will Kit

Create a free, legally-informed will for Canada or the US.

Get started

Power of Attorney Kit

Prepare financial and healthcare POA documents.

Get started

Probate Kit

Understand the probate process in your jurisdiction.

Get started

Contractor Agreement

Generate a free independent contractor agreement.

Get started
View all resources