ExecutorReady

Organize the work that follows a loss.

What it is

ExecutorReady is a research and organizing tool for the person left in charge of an estate. It explains the role, lays out the first seventy-two hours, and keeps every account, document, task and expense in order.

Meet Thomas, the ExecutorReady Specialist. Ask Thomas a question in your own words and get an answer in plain language, in text for free and by voice for members. Everything on the page can be read in about 30 languages.

What you can research here

• What an executor is responsible for
• What must happen in the first 72 hours
• Whether a small-estate process may apply
• How to find assets, debts, subscriptions and digital accounts
• Which tax questions to ask
• When to call an estate attorney

Free tools, ready to use

• Roles & AuthorityWho does what.
• The First 72 HoursWhat to do first.
• Small-Estate ScreenerPick your state.
• Certified Copy & Document TrackerTrack what you ordered and who needs one.
• Asset & Debt InventoryList what the person owned and owed, and how each is titled.
• Recurring Payments & Subscriptions SweepFind the things that keep charging.
• Digital Accounts GuideHow to handle email, social media, and online accounts the right way.
• Personal Property Decision LogWrite down who asked for what.
• Executor Expense & Compensation LogKeep every expense and receipt.
• Tax Question OrganizerThe tax questions to take to a tax professional.
• Estate Scam WatchScammers read obituaries.
• Closing & Records ChecklistWhat to finish and what to keep.

Members get even more

Members unlock a deeper set of tools, and a personal file you can save and bring back any time. A few of them:

• My Setup
• Notification Tracker
• Digital Account Closure Workspace
• Asset Sweep Guide
• Estate Ledger
• Insolvency Early-Warning Screen
• Family Decision Record
• Professional Question Pack
• Estate Closeout Report

What you can achieve

• Know what to do first and what can wait
• Keep a complete ledger of assets, debts and expenses
• Avoid estate scams
• Close out the estate with complete records

ExecutorReady provides general information and organizing tools, not legal or tax advice.