The Executor's First 72 Hours
A free 2-page checklist for the first three days after a death. It takes the opening of the Executor Playbook from the When I'm Gone Organizer and puts it in the order a family needs it.
It is arranged in three blocks: hours 0 to 6, hours 6 to 24, and hours 24 to 72. Each block covers the calls to make, the people to notify, and the documents to find first. A closing section lists the things that feel urgent and can safely wait a week.
The download starts right away. We do not ask for an email address first. The checklist is also available on Gumroad, if you would rather get it there.
Read it here
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If you would like a short note when the paperback edition is ready, or when we publish a new organizer, you can leave an email address here. It is optional in every sense. The checklist above is yours whether or not you use this form.
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After the first 72 hours
The checklist covers three days. An estate takes longer than that. The full When I'm Gone Organizer continues where the checklist stops: the first week, the first month, and months 2 to 12, with checklists, phone scripts, and trackers for the calls an executor has to make. It also holds the records a family needs in one place, so the next hard week starts from a folder instead of a search.
This checklist is general information to help a family get organized. It is not legal, financial, tax, or medical advice, and it does not replace an estate attorney. Laws and procedures vary by state. When a step involves legal authority, the checklist says so, and the step after it is usually to call the attorney.