The Executor Master Task Ledger

Everything an executor has to do, in the order you actually have to do it.

You've been named executor, or personal representative, of an estate, and you're probably asking the question that overwhelms almost every first-time executor: what do I actually do, and in what order. This ledger answers that, with a complete task list covering every stage of administration plus the tracking sheets to log assets, debts, and property as you go.

What's included:

• The 6-Phase Executor Framework: Secure, Notify, Inventory, Resolve, Distribute, Close, covering the full administration process in order
• An Asset Inventory Log and a Debt and Claim Log
• A Notification Tracker for every institution that needs contacting
• A Real Estate Management Log for any property the estate holds during administration
• A Distribution Log for the final handoff to beneficiaries
• A State Research Worksheet to find your state's specific deadlines, fees, and procedures

Format: PDF workbook and tracker, 11 pages.

Estate administration law is set at the state level and varies by state, in some cases by county. This ledger gives you the universal task list plus a worksheet to find your state's specific rules, it is not a substitute for a probate attorney on a contested, large, or complex estate.