Losing Someone You Love Is Hard Enough

When someone passes away, you're grieving while trying to answer questions you've probably never faced before.

Do you need to call Social Security?

Should you close the bank account?

How many death certificates should you order?

Will probate be required?

This free checklist helps you stay organized and understand what to do first, what can wait, and when it's time to seek legal guidance.

Who Should Download This Guide?

This checklist is perfect if you:

• Recently lost a spouse, parent, or loved one

• Have been named an executor

• Are helping a family member settle an estate

• Want a simple roadmap instead of searching dozens of websites

✔ Week-by-week action plan for the first month

✔ Important documents to gather

✔ Who should be notified

✔ Executor responsibilities

✔ Common mistakes families make

✔ Space for notes and important contacts

✔ Practical guidance from a North Carolina estate administration attorney

Hi, I'm Kristen Mackintosh, founder of Mackintosh Law, PLLC and The Happy Lawyer.

Helping families navigate life after the loss of a loved one is one of the most meaningful parts of my practice.

My goal is to simplify the legal process, answer your questions, and help you move forward with confidence.

I hope this guide brings you clarity and peace of mind during a difficult season.