The Executor’s Kit gives the administrative work of settling a US estate a clear sequence, a consistent correspondence system, and one place for the records behind each decision.
Built around three practical principles
Put sequence first
The work is grouped by when it usually arrives: stabilize and secure, administer and document, then account, distribute, and close.
Connect actions to records
Dates, contacts, documents, expenses, balances, correspondence, and follow-up belong in a working record—not in disconnected notes.
State the boundary clearly
The kit organizes administrative work. It does not provide legal, tax, or financial advice, and it is not state-specific.
Designed for the desk and the kitchen table
Use the guide and workbook on screen, print the worksheet edition for a binder or family meeting, or combine both. The printable pages cover the same five record systems as the workbook, so Excel is useful but not required.
A working companion, not a substitute for professional advice
Probate rules, deadlines, forms, and terminology vary by state and change over time. Your court, attorney, accountant, and other licensed professionals remain the sources for advice about the estate’s specific circumstances.