Executor's Checklist · No. 06
Named as executor? Take it one page at a time.
A step-by-step checklist for settling a loved one's affairs in the US. Very little of it is urgent, and this binder shows you which parts are, then walks you through the rest in order.
33 pages · printable + fillable PDF · instant download · US Letter
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Look inside
What to do first, and what can wait.
Real pages from the checklist. Tap any page to see it full size.
The First 48 Hours
Only a few things truly need doing now. Let other people help.
Phone Scripts
Words to start with when it is hard to find them.
Bank and Investment Accounts
Last 4 digits only, with the owner and the named beneficiary.
Closing Checklist
The last steps. Cross out the ones that do not apply.
What's inside
33 pages, in the order you'll use them.
33 pages in five tabbed sections, each with its own divider page.
Front of the binder
- The cover
- Start Here: seven steps
- Key Facts at a Glance
First Days
- The First 48 Hours
- The First Week
- Death Certificates
- Funeral and Obituary Notes
- People to Tell
Notify
- Before You Call
- Phone Scripts
- Government and Benefits
- Banks, Insurance and Credit
- Home and Everyday Accounts
- More Places to Notify
Inventory
- Bank and Investment Accounts
- Home, Vehicles and Valuables
- Insurance and Retirement
- Digital Accounts
- Debts and Bills
- Payments to Stop
Paperwork & Money
- Taxes and Key Dates
- Probate Basics: questions for the clerk
- Estate Expense Log
- Mail and Letters Log
- Calls and Meetings Log
Wrap-Up
- Distributions
- Closing Checklist
- Notes
Who it's for
Made for the person who keeps things in order.
You were named executor
Or the court appointed you administrator. One binder keeps every call, letter, receipt and date in order.
You are helping a parent
A surviving mom or dad often handles the estate. Split the calls between siblings and keep the record in one place.
You like to be ready
Read it ahead of time and you will know the order of things, and which questions to ask an attorney.
How it works
From checkout to your printer.
- 01
Buy it once.
Pay $11.99 through Stripe, by card or Apple Pay.
- 02
Check your email.
A download link arrives within minutes. It works for 30 days.
- 03
Print it or type into it.
Print on US Letter paper at home, or fill it in on a computer and print it later.
Executor's Checklist
Ready to download tonight.
33-page PDF by email
- 33 pages in five tabbed sections
- Phone scripts for Social Security, banks and credit bureaus
- Facts from official US sources, with the date checked
- Type into it on a computer, or print and write by hand
- Logs for expenses, mail and calls
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Take 14 days to see if it's right for you.
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Is this legal advice?
No. It is an organizer and a checklist. Probate rules vary by state, so the binder gives the federal basics and the questions to ask your probate court clerk or an attorney. It is not a will and does not replace one.
Does it work in my state?
It is written for anywhere in the US. It does not give state-specific rules; the Probate Basics page has room for your court's name, its self-help website and the answers you get from the clerk.
Where do the facts come from?
From official US sources such as the Social Security Administration, the IRS, USA.gov, the VA, the CFPB and the FTC. Pages that state a fact name the source and the date it was checked.
Can I fill it in on a computer?
Yes. The PDF has fillable fields. Open it in a PDF reader that supports forms, such as the free Adobe Acrobat Reader, type, save and print. Or print and write by hand.
What about account and Social Security numbers?
The pages ask for the last 4 digits only, and never for a password. Digital Accounts notes where the password list is kept.
How do I get it?
Pay through Stripe and a download link arrives by email within minutes. The link works for 30 days, so save the file. Nothing ships.
What if it isn't right for us?
Email hello@papersinorder.com within 14 days for a refund, for any reason. No questions asked.
You don't have to do it all today.
Start with the First 48 Hours page. Then one page at a time.
Get the checklist · $11.99 Printable + fillable PDF · 33 pages · 14-day refunds