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Start here / Buying, handovers & moving on

Moving on

I am helping administer an estate after a loss.

Keep the records, claims, correspondence, and questions together while the estate is being administered.

A useful first step

Executor’s Deal Room

Explore the standalone $9 Executor’s Deal Room and its illustrated claim-to-meeting walkthrough.

Open Executor’s Deal Room

$9 one-time purchase. Downloadable offline application.

Already partway through?

Begin at the point that matches your situation. There is no required sequence.

  • You are keeping the estate records between meetings

    Organize assets, claims, cash, correspondence, dates, and questions in the standalone application.

    Executor’s Deal Room

What could follow

Use another resource when it helps the work in front of you. You can stop when you have the result you need.

  • You want to prepare your own people before an absence or loss

    Explore the separate $7 binder for contacts, record locations, and practical instructions.

    Emergency & Legacy Binder

Bookmark this page to return to the same path. Use each tool’s save or download options to keep your work.

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.