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The Executor's Workbook: A Checklist, Call Log and Record Book

A 40-page paperback workbook for the person settling an estate in the United States: three checklists with a public source for each step, a call log, and tables to record everything.

Paperback · 40 pages · 8.5 by 11 inches · Black and white · United States only

Coming soon to Amazon.

It is not on sale yet. This page will link to it when it is.

The cover of The Executor's Workbook: white title on a dark green page, with three check boxes reading Call, Write it down, Ask what they need.

Look inside

Page 4, Contents: the checklists, logs, account tables and help pages, each with its page number.
Page 8, The first days: a checklist with a box to tick for each step, each step with a small note number pointing to a source, and note lines at the foot.
Page 11, Death certificate copies: a table to record which organization got a copy, the date, whether a certified copy was needed and whether it was given back.
Page 12, Call log: a table with columns for date, organization and who you spoke to, what was said, reference number and next step.
Page 24, Mail log: a table for the date, who the mail is from, what it is, what you did or will do, and a Done box.
Page 29, Questions for the attorney or court clerk: eight questions, each with lines to write the answer.

Page 1 of 6 shown · Page 4: Contents

These are real pages from the book as they print. The book has 40 pages in all.

What is inside

Start here

A fact sheet for the death certificate, a contacts page and a deadline list.

Three checklists

The first days, the first weeks and the first three months. Each numbered step names a public source (the FTC, the IRS, USAGov, the VA, the Postal Service and others), listed with full web addresses at the back. There are 11 sources, each read on October 3, 2026.

Call log

Six pages, with a column for reference numbers, so you do not start again at every call.

Record tables

Death certificate copies, government agencies, banks and cards, insurance and pensions, property and vehicles, bills, subscriptions, mail, belongings, money paid out and taxes.

Help pages

Eight questions to ask the attorney or probate court clerk, meeting notes, a waiting-on list, and a page for looking after yourself.

Who it is for

  • The person named as executor, or the family member helping them, in the first days, weeks and months after a death in the United States.

Who it is not for

  • Anyone outside the United States.
  • Anyone who needs legal advice. The book gives no deadlines, because laws, deadlines and forms differ by state.
  • Someone who wants a guide to one state's rules. The book does not give them.

Good to know

It is an organizer. It is not legal, financial, tax or medical advice. Laws, deadlines and forms differ by state, and the book gives no deadlines. Where a step says "ask", no public source gave a firm answer, so the book gives none. It covers only the United States.

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