Life Transitions

Settle a loved one's affairs with one ordered plan instead of a fog of firsts.

The Estate Executor's Organiser

13 pages A4, prints cleanly on US Letter Print it, or type into it on screen Last reviewed July 2026 Version 2026-07

Named executor of a loved one's estate — while grieving, working, and learning a process you've never done before? This 13-page printable binder turns the fog into one ordered plan, covering the whole journey from the first phone calls to the final accounting, so you always know what comes next.

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Cover of The Estate Executor's Organiser — Previews show each page at reduced resolution; the download is the full print-quality PDF.

What's included

The First 90 Days — a one-page map of the entire process, in order
Immediate Steps — the first two weeks: death certificates, securing the home, locating the will, funeral wishes
Documents to Gather — one table for the paperwork everything else depends on
Notification Log — banks, insurers, employer, government agencies, credit bureaus — with date and reference columns so nothing is told twice or never
Digital Accounts & Subscriptions Inventory — email, banking apps, photos, social media, streaming, domains, crypto: the part most guides skip and most families lose
Asset & Liability Worksheets — build the estate inventory once, calmly
Probate, in Plain Words — the general shape of the process and when hiring a professional is money well spent
Mistakes & Scams to Avoid — the expensive errors first-time executors make, and the scams that target the bereaved
Beneficiary Communication Log + Expense Tracker — the paper trail that protects you
A Page for You — because the executor is grieving too

The order inside

01The first 90 days — a one-page map of the whole process
02Immediate steps: certificates, securing the home, the will
03Notification log — nothing told twice, nothing missed
04Digital accounts & subscriptions inventory
05Asset & liability worksheets + probate in plain words
06Expense tracker, and a page for you — the executor grieves too

Who it's for

First-time executors and administrators, and adult children settling a parent's affairs
Anyone helping a friend or spouse through estate duties — or preparing alongside their own will

Who it's not for

Anyone who needs legal or tax advice — probate rules differ by jurisdiction, and this binder deliberately makes no jurisdiction-specific claims about deadlines, fees or thresholds
Anyone wanting a form PDF that fills itself in — you print it, or type into it on screen

Guidance, not gospel — a practical organisation tool, not legal, tax, medical, or religious authority. Estate and probate rules differ by country and by state or province; where a step depends on local law, the binder tells you to verify on your local court or government portal, or with a licensed professional.

Guidance, not gospel — this is a practical organisation tool, not legal, tax, medical, or religious authority.

Held to The CalmKit Standard

Last reviewed July 2026 ·

Drafted with AI assistance and then reviewed and curated by a real person who's been through it.

Please verify independently. Where a step depends on current rules or prices, the kit says so on the page.

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Before you buy

How do I get my kit after buying?

Every kit is a digital PDF with instant download — the file is available the moment your payment goes through on Payhip. Nothing is shipped, and there's no waiting.

Can I fill the kit in on my phone or tablet?

Yes. Print the whole binder, print only the checklists you need, or open the PDF in any reader and type into the trackers on screen. Pages are A4 and print cleanly on US Letter too.

What if something is wrong with my file?

If your download is broken or isn't what the listing describes, message the shop and we'll make it right. We'd rather fix a problem than argue about it.