A Charlotte County Probate Checklist is a good reference. It outlines the major stages like filing the initial petition, notifying heirs and creditors, preparing inventories of assets, handling debts, and finally distributing the estate. Each step has supporting documents you can prepare in advance – wills, death certificates, tax forms, property deeds. Since the checklist is editable, you can adjust it depending on whether it’s a formal or summary administration, or if the estate includes unique assets like businesses or out-of-state property. People often add their own notes like court dates, lawyer contacts, or deadlines specific to their case.

That’s actually practical. If I ever need it, I’d keep one version as a master list and then make a copy tailored to my own case. That way I could track deadlines and documents without mixing them up. It seems like a solid way to keep order during a process that can easily get messy.