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Executor Checklist + Fillable Forms Guide | Probate & Estate Settlement Toolkit (PDF + Excel)

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Highlights

You just found out you're the executor. Maybe it's been a few hours. Maybe a few days. Either way, there's a list forming in your head of everything that might need to happen, and no clear sense of what's actually urgent versus what can wait.

Executor's First 90 Days is a plain-language guide and working toolkit built for exactly this moment. It walks you through the first 48 hours, the first two weeks, and the next 90 days — in the order things actually need to happen, without the legal jargon or the assumption that you already know what "Letters Testamentary" means.

What's inside (Complete Toolkit):

Everything in the Essentials guide: the full 15-page guide, the 20–30 minute fast-path page, and the printable Day 1–2 checklist
5 fillable PDF forms: Death Certificate, Notification, Asset & Debt Inventory, Timeline, and Beneficiary Communication trackers — type directly into your computer
An editable Excel workbook with the same 5 trackers, dropdowns included, for anyone who'd rather work in a spreadsheet
Built to be your working file for the full 90 days, not a one-time read

This isn't legal advice, and it doesn't pretend estate law is simple — it's a clear sequence you can work through, with the tools to actually track it as you go.

Instant digital download. Delivered as a single .zip file — extract it to get the PDF guide, fillable forms, and Excel workbook.

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