Clear answers about scope, formats, professional advice, US terminology, and the purchase policy.
Scope
Is this legal advice?
No. It is an organizational checklist, set of letter drafts, workbook, and printable record system. It is not legal advice, tax advice, or financial advice, and it does not replace a licensed professional.
Working with professionals
Is it useful if I already have a probate attorney?
Yes, for the administrative work that still sits with the executor: securing property, requesting records, organizing contacts, tracking expenses, preparing questions, and maintaining a working file. Your attorney remains the source of legal advice.
Files and formats
Must I use the Excel workbook?
No. The same five record systems have printable worksheet versions. The workbook adds formulas, totals, dropdowns, and status cues; the paper version leaves calculation and status review to you.
What files are included?
One guide containing the ordered checklist and six letters, one Excel workbook containing the Dashboard and five trackers, and one print-ready collection of 34 worksheet pages.
Location and procedure
Is it specific to my state?
No. The kit identifies common points where state law may control, including deadlines, notice, inventory, claims, and distribution. Confirm the rules and forms for the estate’s state with the court or a licensed attorney.
Does it work outside the United States?
The kit uses US probate and tax terminology, including executor, Letters Testamentary, EIN, and Form 1041. The broad organizational sequence may be familiar elsewhere, but the terminology and procedures are not universal.
Purchase policy
What is the refund policy?
This is a digital product, and all sales are final except where required by law. Review the included formats, contents, US focus, and scope on this page before purchasing.