First 72 hours + Weeks 1–4
Start with immediate security and records, then build the estate picture in a deliberate sequence.
ESTATE & LIFE EVENTS
A part-time job nobody applied for, organized one step at a time.
After a Death Executor System — An executor checklist and estate administration tracker that keeps tasks, documents, calls and expenses together.
Separate what is urgent, what can wait, what needs confirmation, and what must be documented while you handle the administrative work after a death.
$34.99 one-time digital purchase
12-page printable roadmap + digital estate-administration tracker. No subscription.
GRIEF DOESN’T STOP THE ADMINISTRATION
Dozens of unfamiliar tasks arrive at once.
Accounts, property, claims, bills, calls, death certificates, expenses, court requirements and distributions are easy to mix together. The Executor System gives each type of work a place and keeps “confirm first” items visibly separate from ordinary administrative tasks.
SEE THE ACTUAL SYSTEM
Know what you are buying before checkout.
These previews use the real workbook structure with clearly labeled sample entries and its legal-boundary language intact.
WHAT YOU GET
A phased operating system, not a generic giant checklist.
Master checklist
Track requirement type, authority/source, state variability, owner, due date, status and next action.
Death certificate copy control
Know which certified copies were ordered, where they went, why, and whether they came back.
Assets + debts
Preserve ownership/value sources, contacts, claims and next actions without pretending the workbook determines legal treatment.
Expense + call logs
Keep receipts, potential reimbursements, contacts, reference numbers, requirements and follow-up in an audit-ready trail.
Distribution reconciliation
Keep authorization status separate from proposed and actual distributions, dates and acknowledgments.
REDUCE THE MENTAL LOAD
Four operating rules.
- Separate urgent from later.Do not treat every task as a same-day emergency.
- Log every important call.Preserve names, requirements and reference numbers.
- Track every estate expense.Keep amount, payer and receipt location together.
- Mark legal variables.Use CONFIRM FIRST when law, authority or procedure controls.
ORGANIZATION WITH A HARD LEGAL BOUNDARY
The system tracks decisions. It does not make them for you.
The bundle includes references to IRS Publication 559, CFPB guidance on deceased relatives’ debts and probate resources. It does not establish authority, determine creditor priority, decide whether an asset belongs to an estate, calculate tax liability, or decide when a distribution is legally permitted.
FREE EXECUTOR CHECKLIST
Organize the first 30 days before the work spreads across texts and paper.
Use the source-backed checklist to separate urgent needs, records, authority, accounts, expenses and professional follow-up.
Read the first-30-days executor checklistFAQ
Know what to confirm.
Is this state-specific?
No. State-variable tasks are deliberately marked for confirmation instead of giving a false universal rule.
Does it replace an attorney or accountant?
No. It organizes records and next actions so conversations with the court and qualified professionals are easier to manage.
Can I track expenses I paid personally?
Yes. Record who paid and preserve the receipt, but do not assume reimbursement is permitted without confirming the applicable rules.
TURN CHAOS INTO A WORKING FILE
Keep the estate’s tasks, records and open questions in one place.
$34.99
One-time purchase. Protected digital delivery after confirmed payment.
Find the right amount of structure
Explore Estate & Life Events organizers and systems to compare responsibilities.
Try a free starting point
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Purchase and support
One-time digital purchase: $34.99. No subscription. See the included components and previews above. Start with the responsibility you need to manage now, then add records as you use the system.
For file access, missing files, defects or billing questions, contact support. Read the license and use rights and digital-product refund terms. No professional service is included.