The next few weeks
Keep everything in one place
Track every account, its status, the person you spoke to, and the date. Financial calls often need to be repeated, and having your notes handy saves hours.
What you'll need
- A binder or digital folder
Good to know
Use one folder: A three-ring binder, a digital folder, or both. Every letter, statement, and death certificate copy goes there. When someone asks for something six months from now, you'll know where to find it.
Get help with this
Why we recommend EstateExec
EstateExec keeps every account, payment, and note in one place with built-in estate accounting.
Trusted partner
EstateExec
Step-by-step software that guides you through settling an estate, with built-in estate accounting.
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
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