The Executor's Binder

Being an executor is a six-to-twelve-month project with deadlines, money, paperwork and grieving people — often including you. The difference between smooth and chaotic is record-keeping, and this binder is the record.

Print it, put it in a ring binder, and run every phone call, letter and pound through it. Inside: a condensed first-30-days checklist, a contact log for every organisation, the estate inventory with valuation workings that feed straight into the probate application and any IHT forms, a correspondence tracker, the probate progress checklist from application to grant, and the collecting-in and paying-out records that mean the estate accounts largely write themselves. It also covers the things that catch executors personally — the IHT timetable that runs ahead of probate, unoccupied-property insurance, and the debts that surface after distribution. Slow and documented beats fast and sorry.

• First-30-days checklist plus full probate progress tracker
• Estate inventory with date-of-death valuation workings
• Contact, correspondence and money logs for the whole administration
• Personal liability traps flagged before they cost you

Instant PDF download. England & Wales only. Information, not legal advice — and if your situation needs a real conversation, every download includes an invitation to book a free chat with a Squiggle specialist.