Settling someone’s entire financial life feels enormous. This tracker turns that mountain into 30 sequenced tasks across 90 days.
10 printable pages:
- Days 1–7: secure & stabilize
- Weeks 2–4: get authority
- Weeks 5–8: inventory & debts
- Weeks 9–13: distribute & close
- Key documents checklist
- Asset inventory log
- Contact log
- Creditor claims log
FILLABLE PDF INCLUDED + .xlsx tracker (90-day tasks with auto progress %, asset inventory, contacts, creditor claims).
Organizational tool, NOT legal advice — probate law varies by state. Digital download — nothing ships.
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