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Executor Starter Kit Bundle, After a Death Checklist, Google Sheets Estate Inventory, Notification Letter Templates, Probate Binder

Price:$24.00

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Highlights

Executor Starter Kit: all three tools for $24. That's $28 if bought separately, save $4.

If you have been named the executor of an estate, or you are an adult child settling a parent's affairs, this bundle brings together three calm, practical tools: what to do first, where to keep every record, and the letters to send. Work through it at your own pace, and skip anything that does not apply.

WHAT'S INSIDE (one ZIP file)
1. First 30 Days Executor Checklist (14 pages, fillable + printable PDF)
An executor checklist for the first 72 hours, week 1 and month 1, with documents to find, key contacts and a call log.
2. Executor Record Book (15-page fillable + printable PDF, plus a Google Sheets spreadsheet that downloads as .xlsx)
Death certificate tracker, call and letter log, estate inventory, debts and bills, executor expense log, beneficiaries and a distribution log. The spreadsheet adds up the totals for you.
3. Account Closing Letter Kit (8 editable Word / Google Docs letters, a how-to guide, and an 11-page fillable + printable tracker)
Death notification letters for banks, credit cards and lenders, utilities, subscriptions, the three credit bureaus (Equifax, Experian, TransUnion) and a general notification letter, plus a Social Security notification checklist.
Plus a 4-page Start Here guide: a short welcome note, a one-page First 72 Hours guide with nine calm first steps, and a suggested order to follow.

HOW IT WORKS
- Fillable PDFs: type on a computer or tablet using Adobe Acrobat Reader (free), Preview, Chrome or Edge. Printable PDFs: print at home and write by hand.
- PDFs come in US Letter (8.5 x 11 in) and A4 (210 x 297 mm) versions. The letter templates (.docx) are US Letter; switch to A4 in Page Setup if you need to.
- Spreadsheet: import into Google Sheets (File > Import, or upload to Google Drive). The file downloads as .xlsx.
- Letters: open in Word, Google Docs, Pages or LibreOffice and fill in the [bracketed] details.
- Instant digital download. No physical item will be shipped.

GOOD TO KNOW
- Written for the United States in general terms. Estate and probate rules vary by state, so the tools help you organize and know which questions to ask rather than giving state-specific answers.
- Mailing addresses in the letters are placeholders on purpose; check each organization's official website or a recent statement before you send.
- Each product is also sold on its own if you only need one.

PLEASE NOTE
This kit is an organizational tool only. It is not legal, tax, or financial advice. Rules vary by state. Please check with a probate attorney or your local probate court about your situation.

For personal use. Please do not resell or redistribute. Because this is a digital download, Etsy does not allow returns, but if a file will not open, please message PiedmontGoodsCo and we will help.

We review these files at least once a year. If we release an improved version, message us through Etsy Messages with your order number for a free copy of the latest version.

ABOUT HOW THIS WAS MADE
Created by PiedmontGoodsCo with help from AI tools, reviewed by the shop owner.

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Listed on Nov 3, 2026
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