Priority #2 Flagship Life-Transition Kit • Estate Planning & Executor Checklists
Estate Executor & Next-of-Kin 90-Day Master Administration Toolkit
Step-by-step 90-day executor checklist, probate asset & real property inventory, automatic subscription & creditor cancellation tracker, and beneficiary distribution ledger.
What's Included in This Multi-Tab Workbook
Compatible with Microsoft Excel (.xls/.xlsx), Google Sheets, Apple Numbers, and includes a formatted Printable PDF Compliance Binder View.
- Tab 1: Executor 90-Day Checklist (10 pre-built rows) Included
- Tab 2: Asset & Account Inventory (6 pre-built rows) Included
- Tab 3: Creditor & Subscription Log (5 pre-built rows) Included
- 50-State 2026 Rate & Statutory Lookup Table Included
- Print-Ready Client / Compliance Binder View Included
Instant Digital Download
$35 One-Time (Zero Monthly Fees)
Includes 3 pre-built tabs + 50-state lookup data
Save 15+ hours of spreadsheet engineering. Every row below is pre-populated so you can plug in your numbers or print the compliance checklist immediately.
← Back to Free Interactive 50-State CalculatorInteractive Workbook Tab Preview & Printable Binder Sheets
Tab 1: Executor 90-Day Checklist
| Phase / Timeframe | Action Item / Task | Responsible Party | Status | Date Completed | Reference / Certified Mail # |
|---|---|---|---|---|---|
| Days 1–7 (Immediate) | Order 10–15 Certified Copies of Death Certificate | Executor / Funeral Director | Completed | 2026-11-02 | County Vital Records |
| Days 1–7 (Immediate) | Locate Original Signed Will, Trust & Safe Deposit Box Key | Executor | Completed | 2026-11-04 | Home Office Fire Safe |
| Days 1–7 (Immediate) | Secure Vacant Residence, Change Locks & Forward USPS Mail | Executor | Completed | 2026-11-05 | USPS Confirmation #8841 |
| Days 8–30 (Probate Setup) | File Will with County Probate Court & Obtain Letters Testamentary | Executor + Probate Attorney | In Progress | Court Docket Pending | |
| Days 8–30 (Probate Setup) | Apply for Estate IRS EIN Online (IRS.gov) & Open Estate Bank Account | Executor | In Progress | EIN Form SS-4 | |
| Days 8–30 (Probate Setup) | Notify Social Security Administration (1-800-772-1213) & Pension Plans | Executor | Pending | Stop recurring direct deposits | |
| Days 31–60 (Inventory) | Marshal All Bank, Brokerage, 401(k), Life Insurance & Real Property Assets | Executor | Pending | See Tab 2 Asset Inventory | |
| Days 31–60 (Inventory) | Publish Statutory Notice to Creditors & Cancel Recurring Utilities/Subs | Executor | Pending | See Tab 3 Creditor Log | |
| Days 61–90+ (Tax & Close) | File Final Form 1040 Individual Tax Return & Estate Form 1041 (if req) | CPA / Executor | Pending | Due April 15 following year | |
| Days 61–90+ (Tax & Close) | Obtain Signed Beneficiary Receipts & Distribute Net Estate Assets | Executor | Pending | Retain tax reserve until cleared |
Tab 2: Asset & Account Inventory
| Asset / Institution Name | Account Type | Last 4 Digits | Transfer Mechanism (Probate vs POD/TOD) | Date-of-Death Value ($) | Claim Status |
|---|---|---|---|---|---|
| Primary Residence (124 Oak St) | Real Estate | Deed #441 | Probate / Trust Transfer | 425000 | Appraisal Ordered |
| Chase Premier Checking & Savings | Bank Account | x4819 | Payable on Death (POD) | 64200 | Death Cert Submitted |
| Fidelity Rollover IRA | Retirement Account | x9920 | Named Beneficiary | 285000 | Beneficiary Claim Form Sent |
| Northwestern Mutual Term/Whole Life | Life Insurance | Pol #7731 | Tax-Free Beneficiary Payout | 150000 | Proceeds Received |
| 2023 Toyota Highlander Limited | Vehicle / Title | VIN x8812 | DMV Affidavit of Heirship | 34500 | Title Located |
| TOTAL GROSS ESTATE INVENTORY VALUE | All Categories | 958700 | Updated Automatically |
Tab 3: Creditor & Subscription Log
| Payee / Creditor / Subscription | Category | Monthly / Balance ($) | Account # | Action Taken (Cancel / Pay from Estate) | Confirmation # |
|---|---|---|---|---|---|
| Funeral Home & Memorial Expenses | Priority Estate Admin | 8400 | Inv #104 | Paid from Estate Checking | Check #1001 |
| Homeowners Insurance & Property Tax | Property Preservation | 285 | Pol #992 | Keep Active Until Property Sold | Auto-Pay Switched to Estate |
| Electric, Water & Natural Gas Utilities | Property Preservation | 165 | Util #441 | Keep Minimum Heat/Power Active | Verified |
| Cell Phone, Cable TV & Streaming Services | Recurring Subscription | 215 | Various | Canceled Immediately (No Early Term Fee) | Cancel #C-99412 |
| Unsecured Credit Card Balance (Visa) | Unsecured Creditor | 1840 | x3310 | Frozen; Awaiting Formal Probate Claim Period | Notified Estates Dept |