• May include: A digital estate planning document titled The Executor's Companion, featuring 40 pages and 12 letters. The document includes checklists, inventories, and trackers for settling an estate, presented as a print-ready and fillable PDF.
  • May include: A digital document titled The Executor's Companion, an estate settlement pack featuring 40 pages and 12 letters. The cover page displays the title, After-Death Admin Pack, and categories including checklists, inventories, trackers, and letters.
  • May include: A 40-page digital planner titled The Executor's Companion, featuring a checklist for the first 7 days, a weeks 2-4 roadmap, estate closing checklists, asset inventories, debt trackers, contact logs, beneficiary trackers, and notification letters.
  • May include: A person wearing a red and black buffalo plaid flannel shirt, brown trousers, and a grey baseball cap, crouching while holding a black dog with a white chest patch on a teal leash, surrounded by hay bales and white pumpkins.
  • May include: A digital estate planning document titled The Executor's Companion, featuring 40 pages and 12 letters. The document includes checklists, inventories, and trackers for settling an estate, presented as a print-ready and fillable PDF.
  • May include: A digital document titled The Executor's Companion, an estate settlement pack featuring 40 pages and 12 letters. The cover page displays the title, After-Death Admin Pack, and categories including checklists, inventories, trackers, and letters.
  • May include: A 40-page digital planner titled The Executor's Companion, featuring a checklist for the first 7 days, a weeks 2-4 roadmap, estate closing checklists, asset inventories, debt trackers, contact logs, beneficiary trackers, and notification letters.
  • May include: A person wearing a red and black buffalo plaid flannel shirt, brown trousers, and a grey baseball cap, crouching while holding a black dog with a white chest patch on a teal leash, surrounded by hay bales and white pumpkins.
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Executor of Estate Checklist | The Executor's Companion — Estate Admin Organizer, Printable + Fillable PDF, 40 Pages

Item highlights

  • Digital download
  • Digital file type(s): 2 PDF

Seller's description

Being named executor is an honor — and then the paperwork starts. Banks, insurers, agencies, creditors, the court: everyone needs something, in writing, in an order nobody explains. This pack is that order.

The Executor's Companion is a complete, print-first organizer for settling an estate calmly: what to do in the first 7 days, what to gather, who to write to, and how to close — in 40 pages that follow the natural life of an estate from the first phone call to the final accounting.

WHAT'S INCLUDED — 40 PAGES
• The First 7 Days checklist — only the essentials, in order
• Weeks 2–4 roadmap — open the estate properly, notify everyone, gather the picture
• Closing the Estate checklist — how you know when it's truly done
• Document locator (2 pages) — where every paper lives, so nobody hunts through drawers
• Asset inventories (5 pages) — accounts, real estate & vehicles, personal property, insurance, retirement & benefits
• Debts & bills tracker (2 pages) and estate expense log (2 pages)
• Certified-copy tracker — always know how many death certificates you hold
• Contact & call log (2 pages) — every call, every promise, written down
• Beneficiary & distribution tracker (2 pages)
• 12 print-ready notification letters — bank, employer, Social Security, VA, life insurer, health insurer, creditor, utility, subscriptions & memberships, credit bureaus, post office, tax authority
• Probate milestone tracker
• Final accounting worksheets (2 pages) — money in, money out, who received what
• Key dates & deadlines page, questions for your attorney or CPA, and a notes page

TWO WAYS TO COMPLETE IT
1. Print & write — print the pages you need and fill them in by hand, at the kitchen table.
2. Type & print — a FILLABLE copy is included: open it in any free PDF reader (Adobe Acrobat Reader, Preview, or your browser), click a line, and type. No special software, no account, nothing else to buy.

PRINTING
Every page is US Letter (8.5×11 in), designed to live in a standard binder with the will and certificates. Print at home or at any print shop.

PLEASE NOTE
This is a digital download — no physical item will be shipped. This pack is an organizer to help you keep track of the work; it is not legal or tax advice. Every state handles estates a little differently — for court filings, taxes, or disputes, a local estate attorney or CPA is money well spent, and reasonable fees are normally paid from the estate.

HANDLING THE SERVICE TOO?
Our Complete Funeral & Memorial Bundle (programs, signs, cards, obituary, planning checklists) is listed separately in this shop — and both kits together, The Complete Memorial System, are listed as one download for less than the two apart.

With care,
File & Done — file it. done.

Designed and written by Derrick Couture in Massachusetts. Every document is tested on the real paperwork it replaces.

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NowPrice:$13.99

Original Price: $19.99

30% off

•

Sale ends on November 11

  • includes a fillable pdf so you can type names, dates, and account details yourself, free, in any pdf reader.

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Seller's description

Specifications

May include: A digital estate planning document titled The Executor's Companion, featuring 40 pages and 12 letters. The document includes checklists, inventories, and trackers for settling an estate, presented as a print-ready and fillable PDF.

Being named executor is an honor — and then the paperwork starts. Banks, insurers, agencies, creditors, the court: everyone needs something, in writing, in an order nobody explains. This pack is that order.

The Executor's Companion is a complete, print-first organizer for settling an estate calmly: what to do in the first 7 days, what to gather, who to write to, and how to close — in 40 pages that follow the natural life of an estate from the first phone call to the final accounting.

WHAT'S INCLUDED — 40 PAGES
• The First 7 Days checklist — only the essentials, in order
• Weeks 2–4 roadmap — open the estate properly, notify everyone, gather the picture
• Closing the Estate checklist — how you know when it's truly done
• Document locator (2 pages) — where every paper lives, so nobody hunts through drawers
• Asset inventories (5 pages) — accounts, real estate & vehicles, personal property, insurance, retirement & benefits
• Debts & bills tracker (2 pages) and estate expense log (2 pages)
• Certified-copy tracker — always know how many death certificates you hold
• Contact & call log (2 pages) — every call, every promise, written down
• Beneficiary & distribution tracker (2 pages)
• 12 print-ready notification letters — bank, employer, Social Security, VA, life insurer, health insurer, creditor, utility, subscriptions & memberships, credit bureaus, post office, tax authority
• Probate milestone tracker
• Final accounting worksheets (2 pages) — money in, money out, who received what
• Key dates & deadlines page, questions for your attorney or CPA, and a notes page

TWO WAYS TO COMPLETE IT
1. Print & write — print the pages you need and fill them in by hand, at the kitchen table.
2. Type & print — a FILLABLE copy is included: open it in any free PDF reader (Adobe Acrobat Reader, Preview, or your browser), click a line, and type. No special software, no account, nothing else to buy.

PRINTING
Every page is US Letter (8.5×11 in), designed to live in a standard binder with the will and certificates. Print at home or at any print shop.

PLEASE NOTE
This is a digital download — no physical item will be shipped. This pack is an organizer to help you keep track of the work; it is not legal or tax advice. Every state handles estates a little differently — for court filings, taxes, or disputes, a local estate attorney or CPA is money well spent, and reasonable fees are normally paid from the estate.

HANDLING THE SERVICE TOO?
Our Complete Funeral & Memorial Bundle (programs, signs, cards, obituary, planning checklists) is listed separately in this shop — and both kits together, The Complete Memorial System, are listed as one download for less than the two apart.

With care,
File & Done — file it. done.

Designed and written by Derrick Couture in Massachusetts. Every document is tested on the real paperwork it replaces.

  • Designed by
    FileAndDone
  • Item type
    Digital download
  • Digital file type(s)
    2 PDF
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FileAndDone
Derrick Couture
FileAndDone ·

United States

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Listed on Oct 11, 2026
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