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Your free 30-day Executor Roadmap

Tell us where the estate is and we’ll email you a personalized checklist for the first 30 days — what to do, what to wait on, what you’ll need when you do it. You can share the PDF with co-executors, siblings, or a probate attorney once you have one.

Send me my roadmap

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What you’ll get

  • A 30-day task list, organized by week.
  • State-specific notes layered on top of universal steps.
  • A printable PDF you can share with family or your probate attorney.
  • Optional follow-up emails — only the ones that match where you are in the process.