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.

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