Estate Settlement & Executor Administration System — Executor + Trust Administration System

Estate Settlement & Executor Administration System

U.S. + CANADA FRIENDLY

Designed as a jurisdiction-neutral estate and trust administration system that can be used across the United States and Canada.

Managing an estate or trust can quickly become hundreds of disconnected tasks, calls, documents, expenses, accounts, promises, property decisions and follow-ups.

The Estate Settlement Command Center brings the real administrative work into one organized system — including many of the practical details traditional executor checklists overlook.

Track what needs attention, what is overdue, who owes you an answer, what is still costing money, what expenses need reimbursement, which institutions remain unresolved, and what must happen before the estate or trust can finally be closed.

Includes:

• Estate settlement dashboard

• First-pass organization system

• Master action board with automatic alerts

• Waiting-on / callback / reference-number tracker

• Bank, insurance, utility & institution resolution tracking

• Asset and debt management

• Estate/trust money ledger

• Personal expense & reimbursement tracking

• Recurring-cost and money-leak finder

• Real property & vacant-property management

• Personal property inventory & disposition

• Claims, benefits, refunds & money-owed tracking

• Beneficiary management

• Distribution tracking & acknowledgments

• Trust administration control

• Document & evidence locator

• Communication paper trail

• Decision & rationale log

• Executor/trustee time & travel records

• Tax & reporting tracker

• Digital accounts & device administration

• Final estate/trust closeout control

Built for executors, estate administrators, personal representatives, trustees and families who need more than a basic probate checklist.

WHY IT WORKS IN BOTH THE U.S. + CANADA

The workbook does not hard-code state, provincial, territorial, federal or court-specific deadlines and forms. Instead, users enter the dates, requirements and instructions that apply to their own estate, trust and jurisdiction.

Format: Digital Excel workbook download

This product is an organizational tool only. It does not provide legal, probate, tax, accounting, investment, trust or financial advice and does not calculate jurisdiction-specific legal deadlines or determine legal rights or obligations.

Includes a clean ready-to-use workbook plus a populated demo workbook so you can see exactly how the system works before entering your own information. Automatic IDs, countdowns, statuses, follow-up alerts and dashboard calculations help surface what still needs attention.

Laws, terminology and procedures vary by U.S. state and Canadian province/territory. Users should always follow the applicable will/trust, court, tax authority, lawyer, accountant or other qualified professional.

Digital product. No physical item will be shipped.