The grief arrives with a stack of paperwork.
If today is day one puts the only urgent things on a single page. Everything else in the organizer can wait a few days.
The Notifications section lists the agencies, banks, insurers and household accounts, with a call script, what to have ready, and a log for every reference number.
What an Executor Does and the Executor Timeline lay out the job in plain English, in the order it usually happens.
The right page for each stage
Tap a stage to see the page you'd reach for. These are real pages from the organizer.
The numbers add themselves up.
Open it in Excel or import it into Google Sheets. Change a task's status, log an expense, and the dashboard updates.
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1Progress you can see64 executor tasks and 46 organizations already listed, with dropdown statuses and progress bars.
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2Assets, debts and the net valueEvery account and balance at the date of death, with what passes outside probate shown separately.
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3Money in, expenses, distributionsExpenses by category, and a running total of what you paid yourself and are still owed.
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4Made to shareGive siblings or the attorney view access, so everyone works from the same numbers.
Eleven sections, in the order the work arrives
Checklists with plain-English guidance, then the pages to record everything. Clickable contents and section tabs on every page.
Five letters, ready to send
Editable Word and Google Docs templates. Replace the highlighted text, print and sign. Each one fits on a single page.
- Notice of death to a bank or financial institution
- Notice to a creditor, worded so you take on no personal liability
- Credit bureau deceased notation, to help prevent identity theft
- Cancel a service or subscription
- Notice to an employer or pension plan
Grief and paperwork arrive at the same time
There is no right timetable for either. The last section helps you share the load, take a day off from the estate each week, keep a list of people to call, and write down what you want to remember about them.
Most executor checklists forget the person doing the work. This one doesn't.
Made for
- Adult children settling a parent's affairs
- Executors and personal representatives, especially first-timers
- Siblings sharing the work, near or far
- Families of any faith, with room for customs such as burial within a day
Honest about what it is
An organizational tool, not legal, tax or financial advice. US-focused. The guidance is drawn from official sources: Social Security, the IRS, the FTC Funeral Rule, the VA and USA.gov.
Estate and probate rules vary by state. The organizer helps you stay organized and ask the right questions; a probate attorney or tax professional can tell you exactly what applies.
Aging Parent Medical & Emergency Binder
Medications, doctors, insurance, documents and emergency details in one fillable place, designed privacy-first.
Good to know
Where do I start?
With the "If today is day one" page: the first 48 hours on a single page. Then the Quick-Start Guide suggests a gentle order: First Days and the funeral this week, Documents, Notifications and the Executor Role over the first month, then assets, debts, the home and taxes as they come.
I'm not the executor. Is it still useful?
Yes. Most of it, from the first days and the funeral to notifications, documents and the home, is for whoever is helping. The Executor Role, Estate Money and Taxes sections are there if that becomes you, or to share with the person who is.
Does it work in my state?
It is US-focused and written for every state. Where rules differ, such as probate steps, creditor deadlines and state taxes, the organizer tells you what to ask your county probate court or an attorney, and gives you a place to record the answer.
How do I fill it in?
Open the PDF in the free Adobe Acrobat Reader on a computer, tablet or phone, click a box, type and save. Or print the pages you need and write by hand. The tracker opens in Excel or imports into Google Sheets; the letters open in Word or Google Docs.
What exactly do I receive?
The 53-page organizer in US Letter and A4, the Estate Tracker spreadsheet, five letter templates in a zip, and a Quick-Start Guide. Instant download, with free updates.
Is this legal or tax advice?
No. It is an organizational tool. The facts in it come from official sources (Social Security, the IRS, the FTC, the VA, USA.gov) and are listed on the resources page, but your own situation may need a probate attorney or tax professional.