For anyone just named executor or personal representative
The tasks to do, the calls to log and the deadlines to track in the first 9 months, in one step-by-step plan. Start with 5 things this week.
7 guides and tools + 12 video lessons + 3 free bonuses
$37
One payment · Start today · No subscription
The job
You didn't train for this. Most of it comes down to three things.
The bank says it can't tell you anything yet. You spend an hour on hold, and you hang up without writing down a name.
Many offices want their own certified copy of the death certificate. Then a letter arrives about a policy you never heard of.
One date comes from the court, one from a tax professional, one from a letter in the mail. Nothing keeps them together.
Most people figure this out as they go. The Playbook gives you the order.
A look inside
These are real pages from the Playbook. Tap any page to see it full size.
Print only the pages you need. Print a copy for a sibling.
Customer experiences
From the first steps to phone calls, paperwork, and family updates, see which parts of The Executor's Playbook customers found most helpful.
Getting started
My brother's will had my name on it. I sat at his kitchen table with a pile of mail and no idea what to touch first. The Start Here page gave me 5 things for that week. I did those, then I turned to the next stage.
Easy to use
No legal talk I had to look up. The print is big enough to read at the kitchen table, and the boxes are big enough for my handwriting. I'm a pen and paper person, so I printed all of it.
Professional preparation
I have an attorney, and I'm still glad I have this. I brought the summary sheet filled in and my questions already written down. I didn't sit there trying to remember what I came to ask, and I wrote the answers right on the page.
How it works
98 tasks can feel like a lot. So each one carries a label. You can see what matters now, what can wait, and when to ask for help.
It matters in the next few days, or it protects something. Do these first.
Important, and fine to do later. Write it down and come back to it.
It depends on your state or your situation. Stop here and ask. The question is already written for you.
Every estate is different. These time frames are a guide.
Every deadline in one place. Everything stays on one list.
The calendar holds the dates a professional or the court gives you. No legal dates are printed.
Everything you get
One download. Yours to keep. Print it, or fill it in on your computer, tablet or phone.
Mockup shown for display. You receive printable and fillable files, plus the video lessons.
Start Here Guide.Your first 5 things this week, plus one page for key names and numbers.
The Step-by-Step Plan.98 tasks in five stages, from the first 48 hours to closing the estate.
Attorney Summary Sheet.What to bring, and 40 ready questions with room for the answers.
9-Month Deadlines Calendar.One place, month by month, for the dates you get from the court or a professional.
Phone Scripts & Call Log.5 word-for-word scripts, plus a log for calls, forms and deadlines.
Money & Assets Worksheets.Bills to pause and ask about, accounts found, out-of-pocket expenses.
Family Updates Template.A simple update, a sample, and a decisions log.
12 video lessons. 3 to 5 minutes each, one topic per lesson. Watch on any device, then do the matching page.
The lessons are organizing guides. They are not legal advice, and the narrator is not an attorney.
Included in the same download, at no extra cost.
Printable Executor Binder Kit.A binder cover, spine labels and tab dividers. Print it once and give your papers a place.
Death Certificate Planner.Who usually asks for a certified copy, how to count your copies, and a tracker for every copy you send.
State Links Directory.Official links for your state: vital records, court self-help and unclaimed property, plus the federal links.
$37 one-time payment. No subscription.
Instant download. Print at home or fill in on screen.
Secure checkout
An organizing tool, not legal advice.
Why trust it
Most kits help people get organized for their family someday. This one is for the person doing the job now.
Last updated: November 2026.
Links from official federal and state sources.
Nothing you fill in is uploaded, and no account is needed. What you write stays on your own device.
Real pages, shown before you buy. Look inside again
Real support: email us and we reply within one business day. The address is at the bottom of this page.
An organizing tool, not legal advice. For legal questions, it gives you the questions to ask.
Before you buy
The Executor's Playbook · $37
One payment · Start today · No subscription