Free for readers of The Executor's Next Step

Keep the first months of estate paperwork in order

If you've been named executor of a parent's estate, this kit gives you the working pages from the back of the book, ready to print or fill in on screen. Enter your first name and email below and we'll send it straight away, and you can also download it on the next page.

What's in the free kit

• The 90-day executor checklist follows the book week by week, with the chapter for each task and a place to note when it's done.
• A contacts and documents log keeps track of every call, letter, and form, along with who you spoke to and what they asked you to send.
• A death certificate copy tracker shows which certified copies went where and which ones are still out.
• Five sample letters as a PDF and as editable Word files: a notice of death, a request for date-of-death balances, a credit bureau notice, an update to beneficiaries, and a receipt and release included for illustration only.
• A 12-page printable PDF with everything in one file, if you'd rather print it all at once.

The checklist, log, and tracker each come in a print version and a fillable version.

Instant download, free with your book · Printable and fillable PDFs, plus Word files for the letters