What's inside
- 23-page printable/fillable workbook (PDF)
- 12 editable letter templates (Word/Google Docs)
- Estate tracker spreadsheet (Excel/Google Sheets/Numbers)
Full list of contents
When someone you love dies, the paperwork arrives at the same time as the grief — and nobody hands you instructions.
The After-Loss Admin Kit is a calm, step-by-step workbook for executors and families. It tells you what to do in the first 48 hours, the first week, the first month and the months after, and gives you one place to track every call, account, bill and document.
- 23-page printable/fillable workbook (PDF): timeline checklists (first 48 hours → closing the estate), who-to-notify master list with 36 organizations, death certificate tracker, contacts, asset/debt/subscription inventories, insurance & benefit claims, expense & reimbursement log, call log, questions for the funeral home and estate attorney, phone scripts, plain-English glossary, and a page for taking care of yourself.
- 12 editable letter templates (Word/Google Docs): bank, credit card issuer, credit bureaus, utilities, subscriptions, life insurance, employer/HR, creditors, pension, landlord, social media, general notification.
- Estate tracker spreadsheet (Excel/Google Sheets/Numbers): task list with status dropdowns and an auto-updating dashboard (progress, assets, debts, unreimbursed expenses, subscriptions still billing).
Who it is for: Executors and personal representatives, adult children handling a parent's affairs, surviving spouses, and friends who want to give a grieving family something genuinely useful.
Not ready yet? Start with the free First 48 Hours Checklist.
Get the free checklistQuestions
When do I get the files?
Right after checkout. Gumroad opens your download page and emails you the link.
Is this professional advice?
US edition (agency names, phone numbers and tax forms are for the United States). This is a general organizing guide, not legal, tax or financial advice — probate rules vary by state, and the workbook tells you when to bring in an attorney. Personal-use license: print as many copies as your family needs.
Does it work in my state?
Yes. The checklists, letters and tracker work in every US state. Our free state pages list each state's death certificate and small estate rules.
Free guides: Who to Call When Someone DiesWhat Not to Do When Someone DiesHow Many Death Certificates Do You Need? (And Who Will Ask for One)Executor ChecklistAll family kits