My Digital Guides

Tools and guides I personally created and recommend to help you plan and navigate healthcare with confidence

Named executor of a will?
This step-by-step estate settlement checklist shows you exactly what to do after someone passes.

I made this Executor Duties Master Checklist to give you the exact steps you need to confidently settle an estate — without the overwhelm, second guessing, or confusing legal jargon.

✔ Step-by-step breakdown
✔ Organized by clear task categories
✔ Instant digital download
✔ Print or fill it out — stay organized every step of the way

Executor Planner Starter Pack

Handle executor duties with confidence using this essential starter bundle. This printable system simplifies the complex estate process by organizing key financial, property, and legal tasks into easy-to-use checklists.

WHAT'S INCLUDED:

Quick Start Family Legacy Checklist

Executor Duties Master Checklist

Financial Accounts Transition Worksheet

Estate Sale & Property Liquidation Checklist