Care & Continuity

The Executor's First 30 Days Organizer

Sequencing and records for the hardest month

You have been named executor. This organizer gives you the first 30 days in calm, sequential order — what to do first, what can wait, and the mistakes that create personal liability.

The Executor's First 30 Days Organizer 3D book mockup
$29
  • Instant PDF download
  • Printable checklists & worksheets
  • Free updates for 12 months

About this book

You have been named executor. You are grieving, and now you are responsible for someone else's entire financial life. This organizer gives you the first 30 days in calm, sequential order — what to do, what to find, who to call, and what to leave alone. The guiding rule: slow is fast. The executors who get in trouble rush.

It starts tonight with the first 48 hours: securing the home, arranging care for pets and dependents, locating the will, and sending the single family message that prevents most early conflict. Then the paper hunt — a master documents checklist covering legal papers, property, money, debts, and digital access — plus the estate binder system that keeps everything in one place from day one.

Weeks two through four walk you through notifications in the right order (family and employer first, banks and insurers next, the long tail of utilities and subscriptions after), securing property and valuables, and building the one-page money map: assets, income, debts, and recurring bills. You will learn which bills must keep being paid from estate funds, how to open a dedicated estate account, and why you never mix estate money with your own.

Later chapters cover the first lawyer meeting (including the single most valuable question to ask), family communication templates, digital assets and crypto, the mistakes that create personal liability, and a preview of days 30–90. The appendix gives you daily-use tools: the 48-hour and 30-day checklists, a document locator, a notification log, an expense tracker, a notification letter, and a family update email.

What's inside

  1. 01Chapter 1: The First 48 Hours
  2. 02Chapter 2: The Paper Hunt
  3. 03Chapter 3: Who to Notify
  4. 04Chapter 4: Securing Assets
  5. 05Chapter 5: The Money Map
  6. 06Chapter 6: Working with the Lawyer
  7. 07Chapter 7: Digital Assets
  8. 08Chapter 8: What NOT to Do

What you get

  • Instant PDF download, 28 pages
  • Printable checklists: first 48 hours, first 30 days, master documents
  • Worksheets: document locator, notification log, executor expense tracker
  • Templates: notification letter and family update email
  • Free updates for 12 months

Who it's for

  • Someone just named executor of a parent's or spouse's estate
  • First-time executors who have never handled an estate before
  • Family members who need to communicate clearly with beneficiaries
  • Anyone who wants a sequenced plan instead of scattered advice

Details

Pages
28
Edition
1st edition
ISBN
Not yet assigned
Published
July 30, 2026
Format
28 pages, PDF
Publisher
Ample Press Inc., Toronto

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The Executor's First 30 Days Organizer

$29