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The Executor's Toolkit
A wealth of information and guidance that you can trust !
The Executor's Toolkit is a comprehensive 2-part estate management system that will save you time and money when organizing or settling an estate. Backed by a team of experts in Canada and the U.S., including lawyers and accountants who specialize in estate administration, our toolkit is legally audited once a year and new content is routinely added. Individuals who purchase a kit have FREE access to these updates from our website at anytime.
The Executor's Toolkit includes:
- Extensive portable record keeping system
- Detailed workbooks providing step-by-step instructions
- Support CDs
Record keeping
- Comprehensive filing system
- Gather and organize fundamental estate information
- Securely store estate documents
- Ensure quick and easy access to critical data
Workbooks
- Step-by-step instructions on everything you need to know and do to organize or settle an estate
- Record vital statistics and key family details
- Prepare to draft a Will, Powers of Attorney and Health Care Directives
- Stipulate distribution of personal property not covered in a Will
- Leave a special message for family and friends
- Create a “living memory” to share with loved ones
- Establish a complete bookkeeping system
- Send standard notices and form letters
- Probate and tax instructions
- Asset and liability inventory spreadsheets
- Property distribution receipts
- Glossary of terms
- Contact directory
Support CDs
- User-friendly
- Simple auto-start feature
- Copies of all of worksheets and form letters contained in the workbooks
- Numerous PDF files
- Allows the organization or administration process to be completed electronically
- Both PC and Mac compatible
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