Executor tracker
Settling an estate means dozens of tasks spread over a year. This keeps every step, date, account and phone call in one private place.
What's in it
- 26 steps in 6 stages, from the first week to closing the estate
- Target dates counted from the date of death, including the final income tax return and the nine-month estate tax date
- Your state's small estate limit and waiting period, and its executor checklist and kit where we have them
- An asset and account list with values and status, a contact log and notes
- Saved in your browser only, with Export, Import and Print
The first steps
- Order certified copies of the death certificate
Most banks, insurers and agencies keep a certified copy. Ten is a common number; the funeral home can usually order them. - Find the original will and any trust
Check the home safe, files, the lawyer who wrote it, and the county surrogate's or probate court where some people deposit wills. - Secure the home, car and valuables
Lock up, keep insurance in force, forward the mail to yourself as executor, and don't give away belongings before you're appointed. - Tell Social Security
The funeral home often reports the death. A payment received for the month of death usually has to be returned. - Pause or cancel recurring charges
Subscriptions, memberships and automatic payments. Keep the utilities and insurance on the house. - Find the right court
Usually the surrogate's, probate or orphans' court in the county where the person lived.
General information, not legal or tax advice. We are not lawyers or accountants. The court, a lawyer or a tax professional can tell you what applies to your estate.
Executor tracker, $19 once
Prices plus sales tax where applicable, calculated at checkout from your billing address.
Already bought it? Email me my access link.
Questions
What is it?
A private checklist for settling an estate: about thirty steps in six stages with target dates counted from the date of death, your state's small estate limit, an asset and account list, a contact log and notes.
Where is my information kept?
Only in your own browser. Nothing you type is sent to us. Use Export to save a file you can open on another device with Import, and keep that file somewhere safe.
Is it one payment?
Yes, $19 once, no subscription. Your access link works on any device.
Does it replace a lawyer?
No. It keeps the work organized and on time. It is general information, not legal or tax advice, and the court's instructions come first.
What is the refund rule?
Email us within 14 days of buying and we refund it in full.
Free help: executor guide by state, small estate eligibility checker and the executor notice letter.