The Executor Toolkit
A complete Day 1 to Month 12 roadmap for anyone handling an estate. The 17 mistakes that create personal liability. Notification letters. An expense tracker. Free and instant.
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Whats Inside...
What to do in the first 48 hours A clear, calm checklist of exactly what needs to happen — and what can wait — when the worst happens.
A month-by-month timeline through Month 12 Because being an executor isn't a single day. It's a year of decisions, paperwork, and deadlines you've never had to think about before.
The 17 mistakes that can make you personally liable The legal and financial errors that turn an executor's job from hard to ruinous. Most are completely avoidable — if you know they exist.
Ready-to-use notification letters Templates for banks, super funds, insurers, employers, and government agencies. Just fill in the blanks and send.
An expense tracker Executors are entitled to be reimbursed for what they spend out of pocket. This tracker makes sure you actually get it back.
Who is this for?
You've just been named as someone's executor.
You said yes without really knowing what it would involve, and now you need a roadmap. Fast.
You're going to be an executor someday.
A parent, a partner, a sibling. You want to be ready before the call comes — not figuring it out in the middle of grief.
You're worried about your own family.
You don't want to leave your loved ones guessing. Understand what an executor actually does.
Who made this
I'm Will. I'm not a lawyer or a financial planner. I'm someone who watched two families try to sort out an estate and realised how impossible it is when nothing's written down.
I built The Executor Toolkit so the next family — yours, mine, anyone's — has somewhere to start.
Will Founder, The Estate Organiser
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