Guides · Checklists · Templates
Resources to keep close by.
Printable guides, trackers, and letters for each stage of settling a loved one's estate. Start with the three below, or choose what you need right now.
Start here
The First 10 Days ChecklistA one-page list of what has to happen right away after a death, and what can safely wait.Executor's Document TrackerDocuments, accounts, and key deadlines in one place.Probate GlossaryPlain-language definitions for the legal terms you'll run into.
What do you need right now?
The first days
What to do right away, and what can wait.
The First 10 Days Checklist
A one-page list of what has to happen right away after a death, and what can safely wait.
Death Certificate Tracker
Track who has a certified copy, and whether you got it back.
Pet Care Letter
Care instructions a caregiver can follow right away.
Calls and letters
What to say on the phone and what to send in writing.
When a Creditor Calls
What federal law says about debt collectors and a loved one's debts, plus a call log.
Notification Letters
Fill-in letters to tell a bank, an insurer, or a utility that someone has died.
Executor Update Letter
A short, regular update for family and beneficiaries.
Keeping track
Trackers for documents, dates, money, and accounts.
Executor's Document Tracker
Documents, accounts, and key deadlines in one place.
Estate Deadline Calendar
Every date the court, an attorney, or an agency gives you.
Out-of-Pocket Expense Log
Estate costs you pay yourself, with space to note receipts.
Digital Asset Inventory
Online accounts, devices, and subscriptions, without writing down passwords.
Court and lawyers
Finding the right court, getting language help, and choosing an attorney.
Finding Your Probate Court
Which court handles probate, how to find it, and what its self-help center can do.
Asking for a Court Interpreter
How to ask for language help, with a card to show at the clerk's window.
Finding a Probate Attorney
Questions to ask, red flags, and how fees work.
Attorney Consultation Prep Sheet
What to bring to a first meeting, and a grid to compare attorneys.
Find Help in Your State
Which court handles probate in each state, with links to official court, state bar, and free legal aid websites.
Find a Lawyer
State-by-state directory of state-bar-licensed attorneys, with links to free legal aid.
Terms and planning ahead
Plain-language definitions and how to talk with family before a crisis.
Probate Glossary
Plain-language definitions for the legal terms you'll run into.
Translations in Spanish, Chinese, Tagalog, Vietnamese, Hindi, and Malayalam are coming soon.
The Family Conversation Guide
How to start the conversation about wills and end-of-life wishes.
Find help in your state
Choose a state to see which court handles probate and where to find official information, a lawyer, or free legal aid.
No resources match that search. Try a simpler word, like “letter” or “court.”
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