Financial
Forms and resources for financial
26 resources in this category
Executor Task Checklist: First 24 Hours
Prioritize immediate executor responsibilities in the first day including securing property and obtaining death certificates.
Executor Task Checklist: First Week
Complete essential executor tasks in the first week including locating the will, notifying institutions, and securing assets.
Executor Task Checklist: First Month
Address executor duties in the first month including probate filing, creditor notification, and asset inventory.
Executor Task Checklist: First 3 Months
Manage ongoing executor responsibilities through the first quarter including debt settlement and asset management.
Executor Task Checklist: First Year
Complete the full first year of estate administration with final distributions, tax filings, and court closings.
Estate Inventory Worksheet
Create a comprehensive inventory of estate assets including real property, accounts, vehicles, and personal property.
Social Security Survivor Benefits Guide
Navigate Social Security survivor benefit eligibility, application process, and payment expectations.
Beneficiary Claim Guide: Life Insurance
File a life insurance beneficiary claim with required documentation and follow-up steps for payout.
Beneficiary Claim Guide: Retirement Accounts
Claim inherited retirement account benefits including 401k, IRA, and pension accounts with tax considerations.
Beneficiary Claim Guide: Bank Accounts
Access or transfer bank accounts with POD designations or through probate with required documentation.
Beneficiary Claim Guide: Investment Accounts
Transfer inherited brokerage and investment accounts with TOD designations or through estate proceedings.
Joint Account Transfer Guide
Transfer joint bank and investment accounts to the surviving account holder with proper documentation.
Vehicle Title Transfer Guide
Transfer vehicle titles after a death through DMV procedures with required forms and documentation.
Real Property Transfer Guide
Transfer real estate ownership after a death through deed recording, probate, or trust administration.
Debt Notification and Settlement Letter Template
Notify creditors of a death and negotiate estate debt settlement with proper documentation.
Creditor Claim Dispute Letter Template
Dispute invalid or excessive creditor claims against the estate with documentation and legal basis.
Estate Tax Filing Guide
Determine estate tax filing requirements, thresholds, and deadlines at the federal and state level.
Final Income Tax Filing Guide
Prepare and file the deceased person's final income tax return with proper filing status and deductions.
Financial Advisor Transition Worksheet
Transition financial advisory relationships after a spouse's death, including account reviews and beneficiary updates.
Insurance Policy Review Checklist After Loss
Review and update all insurance policies after a loss including auto, home, life, umbrella, and health.
Pension and Retirement Notification Letter
Notify pension administrators and retirement plan providers of a participant's death and claim survivor benefits.
Home Maintenance Transition Checklist
Take over home maintenance responsibilities with a checklist of seasonal tasks, service providers, and schedules.
Important Dates and Contact Information Organizer
Compile all critical dates, deadlines, account numbers, and contact information for estate administration.
Estate Administration Timeline Template
Map out the full estate administration timeline with deadlines for filings, notifications, and distributions.
Survivor Benefits Eligibility Checklist
Determine eligibility for all potential survivor benefits including Social Security, VA, pension, and employer benefits.
Monthly Budget Adjustment Worksheet After Loss
Restructure your monthly budget after losing a household income with new expense tracking and income planning.