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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Download the FREE toolkit (PDF) hereAlso yours: Look Here First. One page for the first hour. The two people to call, your doctor, where your will and spare keys are kept. Print it and put it where your family will find it.
Download Look Here First (1 page PDF)Next: how organized would your family find things? Ten yes or no questions, a score out of 10, and a short list of what to sort first.
Take the free self-checkSince you're here, one gentle next step
The toolkit helps the person who steps up. The Estate Organizer is the book you fill in now, so they never have to guess: every account, policy, password location and wish, in one place your family can actually find.
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.
All the information in my head right now will not be available to the unlucky sod who has to work out my estate. Your Executor Toolkit can be my way of helping them out.
I used to work for lawyers, so Wills were a daily situation. I believe everyone with assets needs one.
I enjoy your writing. It is like talking to a really smart friend.
Practical, with very helpful tips at the beginning of each section. A comprehensive guide to a sensitive but important life issue.
A very comprehensive document. I particularly like the explanations as to why a particular action is important.
"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.
