Distribute assets per the will, trust, and beneficiary designations once the probate court approves or trust terms allow

Carried out by the executor after court approval, or by the successor trustee under the trust terms.

Confirm all debts, taxes, and administration expenses are settled or reserved for before distributing anything. Distribute strictly according to the will, the trust, or your state's intestacy statute. Get a signed receipt and release from every beneficiary for whatever they receive, including personal property. For retirement accounts, have each beneficiary work with the custodian directly on their rollover or distribution election, since the tax consequences depend on their choice.

The court order approving distribution, where required Each beneficiary's identification and tax details Signed receipts and releases from every beneficiary