Estate Executor Guide

Being appointed an Executor of an estate is usually an honor, but it comes with its challenges. Organizing or settling an estate can be an overwhelming task.

Wouldn't it be nice to have an Estate Executor Guide and checklist with everything you need to know to settle or organize an estate?

Do you know where to start? Many people make the mistake of missing important first steps.

Are you concerned about how much time it is going to take? There are shortcuts that can save you hours of time so the estate will be settled much sooner.

Are you worried about the legal and financial implications of making a mistake?

Do you know the rules for the Estate Executor Fee and what expenses can be charged to the estate? Such as this Executor Toolkit.

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, I strongly recommend for you The Executor's Toolkit.

Executor toolkit

Filled with practical tips, this comprehensive estate management system covers everything you need to know and do to prepare, settle, and restructure an estate. From notifying beneficiaries to initiating probate, from transferring assets to reducing taxes, this package puts the tools at your fingertips.

Best of all, it provides you with step-by-step instructions that will save time and money in most estate matters. Empowered with this information, you can establish an orderly system for the many tasks at hand. Manage or settle any estate efficiently and easily by:

  • Tracking estate transactions, banking and bookkeeping
  • Calculating the estate’s net worth
  • Monitoring changes in asset and liability values
  • Controlling costs, reducing taxes, and preventing losses
  • Reducing repetitive, time-consuming tasks
  • Managing or settling the estate with confidence and peace of mind

The Executor’s Toolkit also includes a resource guide and support CD designed to save your loved ones many hours of stress and potential discord while protecting your estate from unnecessary fees. These tools enable you to organize your affairs efficiently by providing you with worksheets and instructions.

The Executor's Toolkit is the first resource exclusively designed to help educate, organize and support you, your Power of Attorney and your Executor when you need it most.

Established in 2000, Inevitable Exodus Inc. is the originator and largest distributor of estate management systems in North America.

The Executor's Toolkit is the only annually audited self-guided system that is backed by a dedicated team of lawyers and accountants who specialize in estate management.

The practical, time and money-saving tips found throughout the kit are the result of real life experiences from Executors/POAs and financial advisors. The Executor's Toolkit:

  • Provides forms and letters ensuring all written correspondence is consistent, saving you time.
  • The information sheets and checklists will make sure that you don't miss out on refunds or benefts entitlements.
  • Ensures that key organizations receive timely notification of the death, protecting against Deceased Identity Fraud and THeft.
  • Tracks estate values and maintains an accounting system, reducing your personal liability.

The Executor's Toolkit is a comprehensive 2-part 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 at anytime

  • The Executor's Toolkit includes:
  • Extensive portable record keeping system
  • Detailed workbooks providing step-by-step instructions
  • 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

The Executor's Toolkit $149.

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U.S. Executor Toolkit

Canadian Executor Toolkit


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