Probate Workbook: Executor Tasks, Records, and Coordination

Practical probate administration is built through deliberate executor tasks, organized records, and family coordination. This hands-on workbook walks you through each with templates designed for real situations. By the end of this course you will have a sequenced task list for the first 30, 60, and 90 days, an asset and debt inventory template, a creditor and notification log, a beneficiary communication plan, and a documentation system. What you will learn: - How to handle the first tasks after death - How to open probate where required - How to inventory assets and debts - How to handle creditors and notification - How to manage estate finances through a dedicated estate account - How to communicate with beneficiaries - How to prepare for final accounting and distribution The course is structured as a workbook. Each module provides templates and walks through examples. The course is informational and does not substitute for licensed legal advice. This course is written for executors and those expecting to serve. By the end you will have replaced overwhelm with a sequenced process.