Foreword:
Every document on this site is free. No paywalls, no email gates, no catch.
Anyone navigating a deceased estate is already carrying enough, the last thing they need is practical guidance held hostage behind a form. If something here helps you, take it.
The material is drawn from years of hands on work in this space. Having said that, laws shift, institutions evolve, and the way things get done changes with them, so everything is written to the best of my knowledge at the time of publishing. Where the ground moves, I'll update. But if you find something in this that isn't up to date, please feel free to contact me.
And yes, making all of this freely available means competitors can read it too. That's fine. The work is bigger than any one operator, and if a single person has a better experience because of something written here, the time spent was worth it.
File
Description
Executor Letters - Word File (MailMerge)
Executor Letters - Excel File (MailMerge)
Notes
These are to be used in combination with one another for easy drafting of multiple letters.
Executor Letters - Google Doc File (MailMerge)
Executor Letters - Google Sheet File (MailMerge)
These are to be used in combination with one another for easy drafting of multiple letters.
Executor Handbook- PDF
The full handbook in PDF format. Free.