First, prioritize essential tasks. Notify relevant parties such as banks, creditors, and government agencies of your loved one's passing.  Gather and secure important documents like the will, trust documents, insurance policies, and financial statements.  It’s also a good idea to obtain several copies of the Death Certificate.

Second, consult with an estate attorney or financial advisor to understand your responsibilities as the executor or administrator of the estate. There’s a lot of hurdles in this process and having one or more professionals to help guide you is of high value.

Third, be cautious of potential scams and fraudulent activities targeting grieving individuals. Exercise vigilance when dealing with unfamiliar individuals or organizations offering financial services or assistance.

Fourth, don't overlook the importance of self-care during this difficult time. Grieving can take a toll on your emotional and mental well-being. Prioritize self-care activities that bring you comfort and support.

Fifth, don’t make any major financial decisions until the process is complete.  Grief can cloud your judgement, making a hasty financial decision right now when you can’t think it fully through could create unforeseen issues in the future.

Slow down, take time to grieve, there’s no need to rush this process.  In the meantime, have the hard conversations now while everyone is healthy. Plan now so you can focus on the important things later.