The Complete Executor Toolkit, From First Days to Final Close
Everything you need to administer an estate from the first 48 hours to closing
Most people don’t realize how much is involved in administering an estate until they’re already in the middle of it. The paperwork, the decisions, the timelines, the people. It’s a lot to navigate, especially while grieving.
The Executor’s Compass™ Suite is a complete toolkit for executors. It combines a self-guided interactive guide with two practical tools designed to keep you organized, informed, and on track through every phase of the process.
Time: work at your own pace
Format: self-guided, interactive + a downloadable tool
Device: desktop, tablet, or mobile
What’s Included
Executor’s Compass™
- The first 48 hours — what needs to happen immediately and what can wait
- Locating the will and confirming your role
- Notifying the right people and institutions
- Securing and inventorying the estate
- Probate — when it’s needed and how it works in your province
- Managing assets, debts, and ongoing obligations
- Tax filings and clearance certificates
- Communicating with beneficiaries
- Distributing the estate and closing things out
- Province-specific terminology and context throughout
Estate Administration Timeline
A dynamic, date-driven timeline that maps every task across all five phases with projected milestone dates calculated from the date of death. Flags what’s due soon or overdue and tracks your progress as you work through the estate.
Estate Administration Spreadsheet
A five-sheet workbook covering estate details and key milestone dates, full asset inventory, prioritized debts and liabilities, beneficiary tracking with distribution and release records, and an executor activity log to support your fee claim.
What this is not
- legal advice or a substitute for a lawyer
- financial, tax, or accounting advice
- a document preparation service
- a replacement for professional support in complex situations
The Suite is designed to help you understand what you’re dealing with and stay organized through the process, not to replace the professionals you’ll likely need along the way.
Who this is for
The Suite is a good fit if you:
- have been named executor and want to be as prepared as possible
- are in the early stages of administering an estate and want a clear framework
- know there’s a lot involved and want everything in one place
- want to stay organized across what can be a lengthy and complex process
- prefer to arrive at professional conversations informed rather than overwhelmed
You don’t need prior experience or legal knowledge to begin.
Just the Compass?
If you’d prefer the interactive guide on its own without the additional tools, the Executor’s Compass™ is also available as a standalone.
Access and purchase details
You’ll receive an email with:
- the private access page URL and password for the Executor’s Compass™ and Executor’s Planner
- download links for the Estate Administration Spreadsheet
Important: Because this is a digital product delivered immediately and can’t be returned, all purchases are final.
Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.
