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For the executor, the trustee — and the person planning ahead

Settling an estate, administering a parent’s trust, or getting your own affairs written down so your family never has to search. Free calculators, plain guides and offline dashboards that keep every asset, every dollar and every document in one file you control.

Free calculators

Estate Distribution Calculator Assets less debts and expenses, split by each beneficiary’s share — the number an executor actually distributes. Open it free → Executor Fee Calculator The statutory executor commission in New York, California, Florida, New Jersey and Texas, bracket by bracket, with the statute linked. Open it free → Probate Timeline Calculator Every statutory probate deadline in Texas, Florida and California as a dated checklist, from the date of death and the date letters issued. Open it free → Final Estate Accounting Template Build the summary of account a probate court expects — charges, credits and property on hand — then print it or download it for Excel. Open it free → Executor Letter to Beneficiaries Template Fill in the estate details and get a ready-to-send letter telling beneficiaries you are executor and what happens next. Copy it or print it. Open it free → Executor Letter to Bank Template A letter notifying a bank of the death, asking for date-of-death balances and telling it what to do with each account. Copy it or print it. Open it free → Probate Letter to Creditors Template Notify a creditor of the death, ask for the balance as of the date of death, and route every contact to you — without promising to pay. Open it free → Trust Distribution Calculator What each beneficiary has received against their share, and the exact amount that levels everyone. Open it free → Emergency Binder Checklist Tick what your family could find tomorrow — get a readiness score and the exact gaps, section by section. Open it free →

The dashboards

One offline HTML file each. Try any of them live on its page before you buy.

Bundle Estate Planning Bundle Legacy Binder OS (before), Estate Executor OS (after a death) and Successor Trustee OS (a living trust) — three full dashboards in one download. $59 $83 on Etsy →

Estate Executor OS, Interactive Probate Dashboard, Asset …

Probate Deadline Calculator: enter the date of death, the date letters issued and your state, and get every statutory deadline for Texas, Florida or California, dated and cited to the statute or court rule it comes from. For other states it lists exactly what to ask the court clerk, instead of guessing.

$29 View →

Successor Trustee & Trust Administration OS

Beneficiary Equalization Ledger — every distribution logged against each beneficiary's share of the trust, so the trustee can see at a glance who has been paid ahead, who is behind, and the exact amount that levels them.

$28 View →

Legacy Binder OS

Readiness Score — every record you add brings its own blanks: a person needs a way to reach them, a document needs a location and a review date. The score shows how ready the binder is section by section and names every blank left, so nothing you forgot hides behind a finished-looking form.

$26 View →

Interactive Aging Parent Family Command Center Dashboard

Sibling Coordination Hub -- only interactive offline dashboard combining sibling task board with last-updated stamps, colored avatars, and shared family notes

$24 View →

Guides

Emergency Binder Checklist: What to Include (and What to Leave Out)
A practical emergency binder checklist: key people, accounts, bills, documents — and why passwords and full account numbers never belong in it.
Successor Trustee Checklist: What to Track When You're Named Trustee
A successor trustee checklist covering asset inventory, the ledger, beneficiary distributions, and deadlines — plus where to get real legal guidance.
Aging Parent Care Checklist: What to Track for Elderly Parents
What adult children actually need to track for aging parents: medications, appointments, legal documents, decline observations, and sibling coordination.
How to Coordinate Aging Parent Care Across Siblings Without Fighting
A care coordination system for adult siblings: medication tracking, legal documents, decline logs, and a task board where every job has a named owner.
How to Manage an Estate as Executor: A Step-by-Step Guide
A step-by-step executor guide: asset inventory, account closures, beneficiary updates, distributions, and the statutory probate deadlines you must track.
Probate Deadlines: What Every Executor Must Know and Track
Key probate deadlines every executor must track — estate inventory, creditor windows, estate tax filing, and the statutory timeline from date of death.