The Executor’s Kit is an organizational system — a checklist, letter drafts, a workbook, and printable worksheets — for the administrative work of settling a US estate. Read this page before you rely on the kit for anything.
Not legal, tax, or financial advice
Nothing in the kit, on this site, or in any correspondence with us constitutes legal, tax, or financial advice. Using the kit does not create an attorney-client relationship, an accountant-client relationship, or any other professional relationship between you and The Executor’s Kit.
Not state-specific
The kit identifies common points where state law controls — deadlines, notice requirements, inventory rules, creditor claims, and distribution — but it does not state what your state’s law actually requires. Probate rules, deadlines, thresholds, and forms vary by state and change over time. Confirm anything that matters with the probate or surrogate’s court, or with a licensed attorney, for the estate’s specific state.
Not probate software, and not a will-writing tool
The kit does not file anything with a court, does not generate legal forms, and does not draft or validate a will. It organizes the administrative work that sits with the executor — the sequence, the correspondence, and the records — alongside whatever your attorney handles.
No warranty
The kit is provided as is, for organizational purposes only. We are not liable for any decision made, or not made, based on the kit. If you have a probate attorney, they remain the source of legal advice for the estate; the kit supports the administrative work that still sits with the executor.