- Fillable PDF (US Letter and A4)
- Estate ledger spreadsheet (Excel, Google Sheets, Numbers)
Workbook · 72 pages
The Executor's Workbook
Settle an estate step by step, without missing a deadline.
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Being named executor usually means months of paperwork you've never done before. This workbook turns the job into a sequence you can follow: what to do in the first 30 days, how to find and value everything the person owned, which debts to pay and in what order, and how to close the estate properly.
It comes with an estate ledger spreadsheet that totals assets, debts, income and expenses for you, so the final accounting is ready when the court or the beneficiaries ask for it. Twelve letter templates cover the notifications you'll send most.
It explains the process in plain language and points out where state rules differ. It isn't legal advice, and it tells you clearly when it's worth paying for a probate attorney.
What's inside
- Executor roadmap from the first week to closing the estate
- First 30 days checklist
- Asset inventory: bank, investment, retirement, property, vehicles, belongings and digital
- Debts and bills tracker, with the usual order of payment
- Notification log with reference numbers and dates
- Probate steps, with where state rules differ
- 12 letter templates for banks, agencies, creditors and insurers
- Distribution worksheet and final accounting
- Final tax return checklist (Form 1040, 1041 and 56)
- Estate ledger spreadsheet with automatic totals
Who it's for
- Anyone named as an executor or personal representative
- Family members helping an executor
- People who want to prepare their own executor