Executor’s Companion

About this kit

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

• ✓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