Templates / Family

🕊️ Estate Settlement

The executor’s path in order — certificates, probate, notifications, distribution — when thinking straight is hardest.

Get Kythli free All templates

✓ Free, like every template · yours to reshape

9:41📶 🔋

◈ THE ESTATE

Mom's estate

with the family

Progress

Next deadline

Probate filing Fri

Notifications

5 / 7

Steps done

6 / 15

Estate account

open ✓

First steps

📜

Order 10+ death certificates~~everyone wants an original~~

done

🏦

Notify each bank~~sent → confirmed~~

2 pending

⚖️

Probate attorney~~one conversation is worth it~~

🧑‍⚖️

Letters Testamentary~~after the filing~~

Institutions cycle pending → sent → confirmed — nothing slips.

In the box

🧑‍⚖️Attorney / CPA

👪Beneficiary

⚖️Probate court

🏦Bank / institution

📅Deadline

📜Documents to get

🪜Executor steps

✉️Notifications

📊Asset inventory

🧾Debts & claims

Starter lists

Executor step-by-stepphased

Secure the home & valuables
Estate EIN + estate account
Inventory & appraise assetsmo 1–9

15 steps · 5 phases

Institutions to notifyroster

Social Security Administration
Credit bureaus (all three)
Pension / retirement planspending

In the box

Starter lists

Your estate settlement, in your pocket.