Executor Of Estate Templates

Executor Of Estate Templates

There is a huge number of templates that someone in the Executor Of Estate role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Executor Of Estate. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Last Will and Testament
2. Power of Attorney
3. Inventory of Assets
4. Estate Distribution Schedule
5. Probate Checklist
6. Estate Tax Return
7. Final Accounting Statement
8. Notice to Creditors
9. Beneficiary Release Form
10. Estate Closing Documents

Reports

Reports are often prepared by a Executor Of Estate to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Financial Statement Report
2. Inventory Report
3. Income and Expense Report
4. Distribution Report
5. Tax Report
6. Asset Valuation Report
7. Debts and Liabilities Report
8. Probate Court Report
9. Beneficiary Report
10. Final Account Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Executor Of Estate does and how they do it.

1. Inventory and Appraisal of Estate Assets
2. Notice to Creditors and Publication of Notice
3. Petition for Probate and Letters Testamentary
4. Notice of Hearing on Petition for Probate
5. Order for Probate and Letters Testamentary
6. Notice of Administration to Heirs and Devisees
7. Notice of Proposed Action and Waiver of Notice
8. Petition for Final Distribution and Discharge
9. Order for Final Distribution and Discharge
10. Accounting and Report of Administration

Presentations

Executor Of Estate presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Financial Report Template
2. Estate Inventory Template
3. Beneficiary Distribution Template
4. Legal Documentation Template
5. Estate Planning Template

Legal Docs

There are several key times when a Executor Of Estate needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Last Will and Testament Template
2. Power of Attorney Template
3. Probate Petition Template
4. Estate Inventory Template
5. Final Accounting Template

Health & Safety Templates

Health & Safety templates for a Executor Of Estate ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Response Plan Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Executor Of Estate calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Task Calendar
2. Court Hearing Calendar
3. Deadline Calendar
4. Probate Inventory Calendar
5. Estate Distribution Calendar

Invoice Templates

Several types of Executor Of Estate invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Estate Administration Fee Invoice
2. Legal Consultation Invoice
3. Probate Court Filing Fee Invoice
4. Estate Asset Valuation Invoice
5. Final Distribution Invoice

Survey Templates

For a Executor Of Estate to get insights related to the work they do, they need to send out Executor Of Estate surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Probate Process Feedback Survey
3. Estate Planning Survey
4. Legal Services Evaluation Survey
5. Executor Performance Assessment Survey

Meeting Agendas

Having premade Executor Of Estate meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Estate Planning Meeting
2. Probate Status Update Meeting
3. Beneficiary Distribution Meeting
4. Legal Document Review Meeting
5. Financial Asset Management Meeting

Budget Templates

To manage finances well, a Executor Of Estate would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Estate Asset Inventory Template
3. Bill Payment Schedule Template
4. Estate Debt Tracker
5. Beneficiary Distribution Tracker

Dashboards

Dashboards are a useful way for a Executor Of Estate to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Estate Inventory Dashboard
2. Financial Status Dashboard
3. Probate Process Dashboard
4. Distribution Status Dashboard
5. Legal Expenses Dashboard

Proposal Templates

For bidding or requesting work, a Executor Of Estate needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Estate Distribution Proposal
2. Asset Liquidation Proposal
3. Beneficiary Notification Proposal
4. Probate Court Filing Proposal
5. Estate Tax Settlement Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Executor Of Estate templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.