The Executor and Trustee Organizer (Printable Worksheets)

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.

The Executor and Trustee Organizer is a calm, step-by-step companion for that job.

This is the printable PDF edition. Print the whole book for a binder, or print only the pages you need. When the expense ledger or administration diary fills up, simply print more.

Created by a legal assistant in estate planning and trust administration, each section opens with a plain-language page explaining what to gather, why it matters, and what to ask your attorney or county court.

Inside you’ll find:

• The First Days: a checklist of what can’t wait, and common mistakes to hold off on
• Who To Tell: call trackers for agencies, employers, banks, insurers, utilities, and online accounts
• A death certificate tracker so you always know where each copy 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 outside the will
• Debts, income, and an 8-page Estate Expense Ledger
• Tax and closing checklists, beneficiary contacts, distributions, and signed receipts
• A 24-page Administration Diary and a time and mileage log
• A glossary of the terms attorneys and courts will use

What you’ll receive:

• One PDF file, 111 pages, black and white
• US Letter size (8.5 x 11 inches), ready for any home or office printer
• Print the whole book for a binder, or only the pages you need
• Reprint any page as often as you like for your own family’s use

Printing tips: Print at “Actual size” or 100%, not “Fit to page.” The pages are laid out like a book, so a few are intentionally blank to keep double-sided printing lined up. Single-sided printing works fine too. A three-ring binder with tabs for each part makes it easy to add fresh pages over time.

Also available as a paperback on Amazon. 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.