Named Executor? Your First 90 Days, Step by Step
A clear checklist and short video course that turns an overwhelming role into a list you can actually finish.
$67.90 with early access (30% off). No payment today.
Sound familiar?
- Someone you love has died, and you've been named executor, with no idea where to begin.
- Banks, the court and relatives all want something from you, and none of them agree on the order.
- You're afraid of missing a deadline, paying the wrong bill or being personally on the hook for a mistake.
- You can't tell whether the estate needs probate at all, or whether a simpler process applies in your state.
- You're grieving, and you don't have the energy to read legal websites for hours.
What you get
- Day 1 to 7 list. Secure the home and valuables, get multiple certified copies of the death certificate, locate the will, and handle urgent things like pets, mail and medications.
- Week 2 to 4. Find out whether probate is needed, what the court requires to appoint you, how letters testamentary (or letters of administration) work, and when to ask a lawyer for help.
- Money and accounts. Open an estate account, apply for an EIN, notify banks, and understand what you can and cannot pay from the estate.
- Notifications. Social Security, pension providers, insurers, credit bureaus, the post office. Sample letters and a tracking sheet included.
- Creditors and bills. What gets paid first, how the creditor notice period works in general, and why paying the wrong bill early can cause problems.
- Taxes in plain English. The final personal income tax return, the estate's own return, and when state estate or inheritance taxes may apply.
- State-by-state notes. Probate rules, small-estate thresholds and timelines differ by state. Our notes show you what to look up and where to find your state's rules.
- Executor's log. A simple record of every action, expense and communication, because good records protect you.
The short course is split into brief videos you can watch in the evening, with a printable 90-day calendar.
Who it's for
- First-time executors and personal representatives
- Adult children settling a parent's affairs
- Anyone helping a family member through the process
Who it's not for
- Estates with complex disputes, business interests or significant tax exposure. Those need a probate attorney and an accountant.
Price
$67.90early-access price, 30% offLaunch price $97
One-time payment at launch. No payment today.
FAQ
Does every estate go through probate?
No. Many states allow simplified procedures for small estates, and assets with named beneficiaries or held in trust often pass outside probate. The course helps you work out which applies and where to check.
Can I be paid for being executor?
Often yes, within limits set by state law. The course explains how compensation generally works and what to document.
Will this replace a lawyer?
No. It helps you understand the process, organize paperwork and ask better questions. Many executors still consult an attorney for part of the process.
Is it specific to my state?
The core process is similar nationwide. State-by-state notes show where rules, forms and thresholds differ.
What happens when I reserve?
You leave your email. At launch you get early access at 30% off. No payment today.
Disclaimer
Educational information only, not legal or tax advice. Even Keel Studio is not a law firm and is not affiliated with any court, the IRS, the Social Security Administration or any government agency. Probate law varies by state; consult a licensed attorney about your situation.