The Executor's Toolkit

If you have appointed an Executor or Power of Attorney for your estate or are an Executor or Power of Attorney for someone, you need The Executor's Toolkit.

The Executor's Toolkit is a comprehensive 2-part

Part 1: Estate Organization
Part 2: Estate Settlement

Estate management system that will save you time and money when organizing or settling an estate. Backed by a team of experts in Canada and the U.S., including lawyers and accountants who specialize in estate administration, our toolkit is legally audited once a year and new content is routinely added. Individuals who purchase a kit have FREE access to these updates from our website at anytime.

The Executor's Toolkit includes:
1. Extensive portable record keeping system
2. Detailed workbooks providing step-by-step instructions
3. Support CDs

Record keeping

  • Comprehensive filing system
  • Gather and organize fundamental estate information
  • Securely store estate documents
  • Ensure quick and easy access to critical data


Workbooks

  • Step-by-step instructions on everything you need to know and do to organize or settle an estate
  • Record vital statistics and key family details
  • Prepare to draft a Will, Powers of Attorney and Health Care Directives
  • Stipulate distribution of personal property not covered in a Will
  • Leave a special message for family and friends
  • Create a "living memory" to share with loved ones
  • Establish a complete bookkeeping system
  • Send standard notices and form letters
  • Probate and tax instructions
  • Asset and liability inventory spreadsheets
  • Property distribution receipts
  • Glossary of terms
  • Contact directory


Support CDs

  • User-friendly
  • Simple auto-start feature
  • Copies of all of worksheets and form letters contained in the workbooks
  • Numerous PDF files
  • Allows the organization or administration process to be completed electronically
  • Both PC and Mac compatible