If you have appointed an Executor or Power of Attorney for your estate or are an Executor or Power of Attorney for someone, you need The Executor's Toolkit.
The Executor's Toolkit is a comprehensive 2-part
Part 1: Estate Organization Part 2: Estate Settlement
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
If you have appointed an Executor or Power of Attorney for your estate or are an Executor or Power of Attorney for someone, you need The Executor's Toolkit.