Being the executor is hard enough. This free guide gives you a clear path through the first days and the months that follow, so nothing important gets missed.
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The accounts, the passwords, the policies, the paperwork, all while grieving and guessing at what you would have wanted. The Executor Toolkit gives that person a clear path, so the hardest week is a little less overwhelming.
A calm, step-by-step path through the first hours and days, so nothing urgent is missed.
What to do and when, from the first week through to the end of the first year.
The common missteps executors make, and how to sidestep them.
An expense log and notification templates to keep everything straight.
Print it, or fill it in on your computer, whatever is easiest for you.
Clear steps and checklists, no jargon, written to actually be used.
It has exceeded my expectations by a country mile. Such a beautifully written document is priceless.
A very comprehensive document. I particularly like the explanations as to why a particular action is important.
It has started a conversation amongst family regarding estate planning and funeral wishes.
So thoughtfully written. I believe it could really help a lot of people.
A comprehensive, thorough, and professional book. I am looking forward to filling it out.
I used to work for lawyers, so Wills were a daily situation. I believe everyone with assets needs one.
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"This is the document I wish my family had had. Now it's yours."
, Will, Founder, The Estate Organizer
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General information only. Not legal, financial or tax advice.
