Executor Workbook Printable, Estate Accounting Ledger, Fillable PDF Probate Organizer, After Death Checklist
Being an executor is a big job, and it often comes at a hard time. Receipts end up in a shoebox, calls and deadlines get lost on sticky notes, and at the end you still have to pull together a clear record for the attorney, accountant or heirs.
This workbook gives you one place to record the money, tasks and calls while you settle an estate. Fill-in ledgers track money in and money out, and inventories and logs hold assets, debts, documents and distributions. Summary pages at the end help you hand over one clean record.
WHAT'S INCLUDED
- 61 pages, as two PDFs: one US Letter (8.5 x 11 in) and one A4
- Fillable: type into the PDF on your device, or print it and write by hand
- How to use this workbook and privacy tips
- Estate at a glance and key contacts pages
- First 30 days checklist with tick boxes
- Task and deadline log, documents received log
- Asset inventory: bank accounts, investments, real estate, vehicles, personal property, other (8 pages with page totals)
- Estate bank account register (10 pages)
- Income received log, expenses paid log, debts and creditor claims log
- Executor time and mileage log
- Property sale or transfer records
- Beneficiaries and distributions log
- Communication and call log
- Final summary sheet and sign-off page
- Lined notes pages
HOW TO USE
To type in the boxes, open the PDF in an app that supports fillable forms, such as Adobe Acrobat Reader. You can also print it at home or at a print shop. Write only the last 4 digits of account numbers and never write passwords.
Not legal or tax advice. This workbook is for record-keeping only. It does not tell anyone what the law requires, how to file taxes, or how to divide an estate. Rules differ by state and country. Talk with a probate attorney or tax professional for advice.
Digital download, nothing ships. For personal use only. Please do not share or resell the files.
