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The Executor’s Estate Organizer
Printable worksheets for executors, personal representatives, and families gathering estate records. One clear place to keep every document, deadline, and decision straight while you guide an estate through Texas probate.
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General educational information only; not legal advice.
The Executor’s Estate Organizer
16 printable worksheets · Free
- Executor task checklist
- First 30 days checklist
- Estate asset inventory
- Important contacts
- Plus 12 more worksheets inside
Yours free, no account needed
What it’s for
When the role lands on you, being organized is half the battle
When someone steps into the executor or personal representative role, the hardest part is often simply staying organized. Calls to return, paperwork to find, decisions to make, all arriving at once and landing on one person’s shoulders.
The Executor’s Estate Organizer gathers everything in one place: what to do first, who to call, what to track, and what to keep. It is a worksheet guide built for organization and general education, and it reminds you to confirm deadlines and priorities with the estate attorney and your advisors.
What to do first
Who to call
What to track
What to keep
How to use it
Four simple steps, straight from the organizer
You do not have to fill it out all at once. The worksheets are built to be worked through at whatever pace fits your week.
Start with the checklists
Begin with the task checklist and the first-30-days checklists, taking one step at a time. Small, steady progress beats trying to do everything at once.
Handle the early essentials
Locate the original will, obtain certified copies of the death certificate, contact the estate attorney, and secure the home, vehicles, and valuables.
Fill out what applies
Work through the sections that fit your estate, from asset inventory and important contacts to bills, insurance, and digital accounts. Not every section belongs to every family.
Print, store, and ask
Print extra copies of any worksheet you need, keep the completed organizer in a secure place, and ask for help when you need it. You are not in this alone.
What’s inside
Sixteen worksheets, each one a clear place for a piece of the estate
Executor Task Checklist
One running list of everything the estate needs, checked off as you go.
First 30 Days Checklist
The early, time-sensitive steps, laid out so nothing slips in the first month.
Estate Asset Inventory
A place to list what the estate owns, from the house to the smallest keepsake.
Important Contacts
Names and numbers for the people you will call: attorney, bank, family, and more.
Account Access Tracker
Which accounts exist, whom to contact, and what you need to get access.
Important Document Checklist
Which papers to look for, and which to store securely or keep in a separate secure record.
Insurance Policies
The estate's policies in one place, with whom to notify and when.
Bank & Financial Accounts
Accounts, balances, and contact details in one quiet, safe spot.
Monthly Bills & Subscriptions
What comes due, when it is due, and how each one gets paid.
Medical Information
Doctors, medications, and health details recorded for easy reference.
Digital Assets & Online Accounts
Emails, social profiles, and subscriptions, plus which details belong in a separate secure record.
Funeral & Final Wishes
Arrangements and preferences, written down so the family knows the wishes.
Pet Care Instructions
Daily care, the vet's number, and who looks after the pets.
Safe Deposit Boxes & Keys
Box locations, keys, and what is inside each one.
Dependents & Beneficiaries
Who depends on the estate and who is meant to benefit from it.
Trusts & Legal Arrangements
Trusts and other legal structures the estate needs to account for.
The organizer also notes which documents to store securely and which details, such as account numbers and passwords, belong in a separate secure record. Keep the completed book somewhere safe, and share it only with the people who need it.
Who it’s for
Anyone carrying one of the estate’s big jobs
Executors & personal representatives
If the will or the court put you in charge, this is your home base for the work ahead: one place to keep every task, deadline, and document straight.
Families facing probate
When a parent or loved one passes, one organized place helps the whole family stay on the same page while the estate moves through Texas probate.
Heirs staying organized
If you are helping gather records or waiting on a distribution, the worksheets give you one clear place to track the details without keeping them in your head.
Guy Courtney Steib · The Probate Guy
Made by the Probate Guy
Experience, Expertise & Empathy
Guy Courtney Steib is a probate and inherited-property specialist serving Cypress, Katy, and the Greater Houston area. As a Certified Probate Real Estate Specialist (CPRES) and Certified Probate Expert (CPE), he works with executors, heirs, and trustees every week, and he knows how much a simple, well-kept list can carry through a difficult season.
- REALTOR, licensed in Texas
- Certified Probate Real Estate Specialist (CPRES)
- Certified Probate Expert (CPE)
- Serving Cypress, Katy, and the Greater Houston area, with LPT Realty LLC
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Thank you for joining The Executor’s Compass. The next edition is on its way to your inbox. In the meantime, keep your organizer close and reach out to the Probate Guy any time a question about the home comes up.
Talk to the Probate GuyOne more free download
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The companion guide for families selling a probate home: seven common mistakes, from emptying the house too soon to acting before the court letters are issued, and how to steer around them.
Equal Housing Opportunity
General educational information only; not legal advice. Ask your attorney or tax professional about legal or tax decisions for the estate.
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