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Estate Executor Organizer - First 90 Days
The first ninety days. A printable organizer for the first ninety days of settling an estate, step by step.
Being named executor usually arrives at the worst possible time, with no instructions. This organizer gives the first ninety days an order.
It breaks the work into stages with checklists: what to do in the first week, the first month, the first three months. There are pages to record accounts, contacts, assets and correspondence, so the information lives in one place rather than a pile.
Written plainly, for someone doing this once and under strain.
Your files are ready to download right after checkout, and we email you the link.
What's included
Ninety-day checklist
Account and asset record pages
Contacts log
Correspondence tracker
Document checklist
A fillable version you can type into on screen, then save or print
Details
25 printable pages
Sizes: US Letter
Versions: Color, Fillable
File type: PDF
Instant download, kept on your library card with free updates
Price: $19.99
How to use it
Print at 100% and keep it in a binder. The fillable version lets you type on screen in Adobe Acrobat Reader, Mac Preview or a web browser; save to keep your entries.
License
Personal and family use, or one classroom or parish group. Please don't resell or share the files.