Executor Checklist & Estate Settlement Guide, After Death Planner, Probate Organizer PDF, Estate Binder, What To Do When Someone Dies

THE KIT FOR THE PERSON NAMED EXECUTOR

Someone you love died, and a document names you executor. Now you are grieving and running a legal project with deadlines, for everyone in the family, with money involved. This kit is the steady hand: what actually has to happen in the first two weeks (less than you fear), every letter and script written for you, and the whole path laid out in order.

USE THIS KIT WHEN

- You were just named executor or personal representative and have no idea where to start
- The calls are starting and everyone assumes you know what letters testamentary are
- You need the exact words for banks, insurers, credit bureaus, and the impatient heir
- The estate must stay clean: nothing mixed, nothing promised early, everything written down

WHAT'S INSIDE (4 PDF FILES, INSTANT DOWNLOAD)

1. The Guide, 25 pages, nine sections: The First Two Weeks (and the do-not list that protects you) · The Estate Record · Probate and the Court, in plain words · The Notification Engine, with the letter template · Money, Creditors, and Taxes (estate account, EIN, the two returns) · The Family System (heirloom rounds, the impatient-heir script, the fee conversation) · Distribution and Closing · The Estate Sheet · 18 fill-in-the-blank AI prompts that draft your letters and updates

2. The Worksheet Pack, 15 working forms: death certificate tracker, document and asset inventories, the notification matrix, creditor claim log, final accounting, timeline

3. The Estate Sheet: the one page by the phone that answers every call (case number, attorney, EIN, dates, heirs)

4. The Quick Start: the first two weeks on one page

WHY FAMILIES KEEP IT IN THE BINDER

Plain language for the worst month. Rules cited to their sources (irs.gov, ssa.gov, consumerfinance.gov) so you can check what is current. Scripts you can say out loud. The AI prompts work in free ChatGPT or Claude and never ask for account numbers.

DETAILS

US Letter. Print at home or read anywhere. Digital download; nothing ships. For personal and family use.

An organizational tool, not legal or tax advice: an estate is exactly the place to have a licensed attorney, and this kit makes you the organized client every attorney hopes for.