The First 30 Days as Executor

You were named executor. Now get the work organized.

The First 30 Days as Executor is a practical 21-page working system for first-time executors. It gives you one place to organize documents, calls, assets, expenses, unanswered questions and next steps during the first weeks of estate administration.

The system includes the Four Work States — DO NOW, NEXT, WAITING and NEED TO CHECK — along with document control, asset discovery, institutional call tracking, expense records, professional handoff tools and a jurisdictional research framework.

Includes a free 8-page Executor Communication Kit

Practical templates for family updates, document requests, institutional follow-ups, professional meeting requests, privacy-conscious communication, and conversation tracking.

This is an organizational and educational resource. It does not provide legal, tax, accounting or financial advice.