The Executor's Toolkit

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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:

  1. Extensive portable record keeping system
  2. Detailed workbooks providing step-by-step instructions
  3. 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
Estate Management
The Executor's Toolkit
Inevitable Exodus Inc.
1-2627 Edinburgh Place
Ottawa, Ontario Canada K1B 5M1

1 888 829-8362
Fax: 1 613 749-90055