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Tools / Administering an estate

Working record · Estate administration after a death

Executor’s Deal Room.

Keep the records, decisions, and unfinished conversations together while you work through an estate.

Buy the Deal Room — $9 ↗

One-time purchase · Application + quick-start guide

Personal or one-organization use. Team and paid client work included; share completed work. Reusable product distribution requires separate permission. Read the product license

Follow this claim through the room
Illustrated walkthrough of the application’s fictional estate.
What to bring
The person and estate details, evidence of authority, available records and open questions. Add information as it arrives.
What you keep
Assets, claims and cash registers, correspondence history, a printable adviser packet and editable estate backups.
Keeping & returning
Use encrypted backups to reopen your work. Keep the passphrase separately. Optional browser saving, CSV and printed/PDF records are unencrypted.
Reading, related tools & help

Choose related work

  • Emergency & Legacy Binder

    Help family and trusted contacts find the records and practical details you usually carry in your head.

  • Closing Plan

    Organize people, commitments, money, filings and records. Keep unknowns visible and return to the work after trading stops.

When this helps.

You are helping administer someone’s estate after a death. You need to organize records and questions between calls, institution requests, and adviser meetings—whether or not the estate includes a business.

Begin with the person, court, people involved, and evidence of your authority. Then build the record as information arrives. The organizer supports the work; it does not appoint you or authorize estate actions.

Give the records a working structure.

Track 26 document prompts, key dates and custom reminders, and 42 task prompts across six phases. Record where documents are held and what is still requested. The actual sequence and requirements depend on the estate.

Source documents stay in your secured files. The room keeps their locations and references, so you can find what you need.

Separate the assets, claims, and cash.

The inventory records assets, values, liens, and working probate classifications. The claims register separates amounts claimed, approved, and paid. The ledger records cash movements, receipts, and reconciliation.

Related records can be linked, but you reconcile the figures yourself. An inventory value is not cash, and a balance less recorded approved claims is not permission to distribute funds. Export each register as CSV when you need to work with an adviser.

Keep a conversation’s history.

Use nine letter drafting prompts or a custom letter. Record what you sent, how you sent it, the delivery reference, the response, and the next follow-up. Review each draft’s facts and any legal requirements before using it.

The application does not send letters or email. A sent date records an action; it does not establish effective legal service or rejection.

Arrive with a useful packet.

Select from nine attorney-packet sections plus a cover memo. Add your questions alongside the questions drawn from flagged entries, then review the printable packet or status snapshot before sharing.

Ohio is the only included state reference. Twelve dated statutory references offer links and limited illustrations; counsel confirms actual dates, exceptions, and local requirements. The app does not update legal content automatically or create court filings.

Keep an editable backup.

Save encrypted prepares a passphrase-protected estate file you can reopen. Keep the passphrase separately; there is no recovery service. A prepared-file link and complete copyable text are available if the browser blocks downloading.

Optional browser saving is unencrypted. Plain JSON/CSV, PDF, and printed copies are also unencrypted. Turn browser saving off to remove that stored copy while keeping the open draft, and export before closing.

What you receive.

The complete executor-deal-room.html application and quick-start guide in one ZIP. Extract it and open the HTML in a current desktop browser. It works offline without Excel, a subscription, or a product account.

The filled Miriam Brooks example shows a medical claim under review, a business ownership question, and a reconciled cash record. It is fictional and can be replaced with your own entries.

Executor’s Deal Room / How it works

From a new claim to a clear next question.

Devon is keeping the record for Miriam Brooks’s fictional estate. A medical provider’s $4,800 claim needs more information before a decision.

01 / Capture what is actually known

A claimed amount is one piece of the record.

Devon logs the September 16 statement and marks the claim “Reviewing.” The approved and paid fields stay blank while the itemized bill and insurance adjustment are requested.

Example Medical ProviderReviewing
Claimed
$4,800
Approved
—Not entered
Paid
—Not entered

Document reference
DEMO-MED-18 · Statement received September 16

Record the question alongside the amount.

What response is required while those documents are pending? That question belongs in the next discussion with counsel.

Illustration grounded in the application’s fictional sample and generated packet. It is not an embedded app or an estate recommendation.

Keep your open draft?

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

Inside a real tool

The Cash Timing Planner

A screenshot from the working planner, using fictional figures. This example starts with $2,000, reaches a low of $300, and ends the eight weeks at $900.

Swipe across the preview to read the details.

Eight-week cash balance chart from October 1 to November 25, 2026. The lowest balance is $300; the expected end balance is $900. The dotted line marks the example's chosen $500 cash level.

The full tool lets you enter receipts and payments, try a change, and keep an editable copy.