What To Do When Your Parent Dies — A Simple Guide for Heirs (Even If Probate Is Involved)

If you’ve just lost a parent, and you’re staring at a pile of paperwork, house keys, and questions you don’t know how to answer - this is for you.

No one is ever truly ready.
Grief doesn’t follow a checklist.
But unfortunately, the legal process does.

Whether or not your parent had a will, you might be facing something called probate - the court process for settling an estate. But before you worry about that, take a breath.

Here are the first five things you actually need to focus on in the first 30 days:

1. Get multiple death certificates

You’ll need these for banks, insurance companies, pension plans, etc. Order at least 10 copies through the funeral home or county records office.

2. Secure the property

Change locks if needed, stop mail, and make sure the home is safe and insured. If you’re not nearby, consider asking a trusted neighbor to keep an eye on things.

3. Don’t rush to clean out or list the home

This is where a lot of people make painful mistakes. Give yourself time. Certain documents or valuables may be mixed in with everyday clutter. And listing a house too early - especially if probate is required - can backfire.

4. Don’t make big financial decisions yet

It’s tempting to “take care of it all.” But don’t rush to pay off debts, move money, or sell assets before understanding your role and the full legal picture.

5. Talk to someone who can guide you

That might be a probate attorney, a fiduciary, or a real estate professional who understands the process. Even a short conversation can help you understand what’s urgent vs. what can wait.

So… Do You Need Probate?

Maybe. Maybe not.
If there was a trust in place, probate might be avoided entirely. If there was only a will, or no plan at all, probate is likely. Every situation is different.

Need Help Sorting It Out?

This website exists to help people like you - heirs who are overwhelmed, grieving, and just trying to do the right thing. You don’t have to figure it all out alone.

I’m not a lawyer, and I don’t give legal advice - but I work closely with families navigating probate and real estate, and I can help you avoid common (and costly) mistakes.

If you’re in California and have questions, I invite you to reach out. There’s no pressure and no sales pitch—just help when you need it most.

You’re not behind.
You’re just human.

Let’s take it one step at a time.