The Executor and Trustee Organizer

Someone you love has died, and now you're the one everyone is asking. Where do you even start?

Being named executor or successor trustee usually comes with no training and no instructions. Within days you're expected to deal with the funeral home, Social Security, the bank, the court, the creditors, and the family, often while grieving. Most people have never done it before, and most will only do it once.

The Executor and Trustee Organizer is a calm, step-by-step companion for that job. Each section opens with a plain-language page that explains what to gather, why it matters, and what to ask your attorney or county court, followed by the checklists and records you need.

What's Inside

• The First Days: a checklist of what can't wait, and common mistakes to hold off on, each with the reason why
• Who To Tell: call trackers for government agencies, employers, banks, insurers, utilities, and online accounts
• A death certificate tracker so you always know how many you have and where each one went
• Probate and trust administration road maps, plus court dates, case details, and attorney meeting notes
• Asset inventories for accounts, real estate, vehicles, personal property, and assets that pass outside the will
• Debts, income, and an 8-page Estate Expense Ledger to keep clean, well-documented records
• Tax and closing checklists, beneficiary contacts, distributions, and signed receipts
• A 24-page Administration Diary and a time and mileage log to support reimbursement or a fee
• A glossary of the terms attorneys and courts will use

Who It's For

Executors, personal representatives, administrators, and successor trustees of a living trust, and anyone who has just been asked to settle a parent's, spouse's, or friend's estate.

Details

Pages	111
Page size	8.5 x 11 inches (US Letter)
Paperback ISBN	9798175722698
Printable PDF	Black and white. Print at “Actual size” or 100%. A few pages are intentionally blank so double-sided printing lines up.
Publisher	Whitfield House Press

This organizer is a record-keeping tool. It is not legal, tax, or financial advice. Probate and trust rules vary by state; always confirm the steps with your county probate court or an estate attorney.