Locate the original will and any trust documents, the executor named in the will will lead probate, if required
Their estate attorney, a home safe or fireproof box, a bank safe deposit box, or the county probate court where some people deposit a will for safekeeping.
Some steps differ by region inside the country.
Where
Their estate attorney, a home safe or fireproof box, a bank safe deposit box, or the county probate court where some people deposit a will for safekeeping.
How
Search the obvious places first: safe, filing cabinet, desk, and any folder marked estate or trust.
Call any attorney whose name appears in their papers, email, or check register.
Ask their bank whether they held a safe deposit box, and ask the court what is required to open it.
Check whether the county probate court holds a will on deposit, some states allow this.
What to bring
A certified copy of the death certificate
Your own photo ID
Timing
Within the first week or two, before you file anything with the probate court.
This is practical information, not legal, medical, or financial advice.