The Executor's Probate Checklist.
A complete, printable workbook covering every step of probate — from locating the will to filing the final accounting.
No email required · ~15 pages · Printable & fillable
Or get it by email + 3 free tips for executors
EstateProFiler
The Executor's Probate Checklist
A complete step-by-step guide…
Everything on this section is yours to keep — no cost.
Two free tools: a printable state-tailored probate checklist and a six-guide Executor Success Kit. Nothing on this page is part of the paid software.
Seven thorough sections. One executor-ready workbook.
State-Specific Probate Filing Steps
11-phase roadmap tailored to your state's statutes, deadlines, and forms.
Immediate First-Week Items
What every executor must handle in the first 7 days — locate the will, order death certificates, secure the property.
Asset & Debt Inventory Checklist
Categorized inventory templates for bank accounts, real estate, vehicles, retirement, life insurance, and outstanding debts.
Heir Notification Tracker
Formal-notice timing, certified-mail tracking, and signed-receipt requirements.
Court Forms Checklist
The specific forms required by your state probate court.
Tax & Financial Closures
Final 1040, Form 1041, federal estate tax (706), beneficiary updates, account closures.
Final Distribution & Estate Closure
Signed receipts and releases, final accounting approval, petition for discharge.
These free guides are provided for educational purposes only and are not legal, tax, or financial advice. Probate rules vary by state — consult a licensed attorney for guidance on your specific situation.
Six free guides every executor needs
The First 30 Days Checklist is fully free — no email required. Enter your email once to unlock the other five guides and get the complete kit PDF.
Enter your email once — unlock all five gated guides
One email address, and we send you everything below. No credit card, no account, one-click unsubscribe.
The Probate Timeline
A Realistic Month-by-Month Guide
Asset Inventory Worksheet
A Categorized Guide to Documenting Everything the Estate Owns
Creditor Tracking Worksheet
How to Notify, Document, and Resolve Claims Against the Estate
Beneficiary Communication Log
How to Communicate with Beneficiaries to Protect Yourself and the Estate
Top 10 Executor Mistakes
And How to Avoid Every One of Them
The complete kit as a single PDF
All six guides combined into one downloadable, printable document.
A short follow-up series with practical executor tips
Five short emails over the next few weeks. Skip any, or unsubscribe with one click.
Takes 15 seconds. Just your email.
Asset Inventory Worksheet
A Categorized Guide to Documenting Everything the Estate Owns
Creditor Tracking Worksheet
How to Notify, Document, and Resolve Claims Against the Estate
Beneficiary Communication Log
How to Communicate with Beneficiaries to Protect Yourself and the Estate
These guides are provided for general informational purposes only. They are not legal, tax, or financial advice. Estate rules vary by state — always consult a licensed professional for guidance on your specific situation.
Ready for something more than a PDF?
EstateProFiler takes everything from the free guides above and turns it into a working estate-administration platform. Track every asset, deadline, receipt, and heir communication in one place — with state-specific tasks and court-ready reports built in.
State-specific probate tasks
Court forms, deadlines, and filing rules for all 50 states applied automatically.
Full asset inventory
Bank accounts, real estate, retirement, vehicles, digital — one running total that updates as you add.
Court-ready reports
Final accounting, inventory report, and creditor schedule generated as one-click PDFs.
OCR receipt scanning
Snap a photo of any receipt and we extract the vendor, date, and amount to your expense log.
Heir portal (read-only)
Share progress with beneficiaries via secure magic links — no accounts, no confusion.
Deadline reminders
Automatic alerts before every state deadline so nothing is filed late.