Estate Settlement

The Executor’s Toolkit

If you have appointed an Executor for your estate or are an Executor for someone, you will benefit from The Executor’s Toolkit, which Hall-Wynne offers as a service to all families under our care. If using a lawyer to assist you with estate settlement, the kit is valuable as an organizer and complement to your attorney’s professional assistance.
The Executor’s Toolkit is a comprehensive 2-part estate management system that will save you time and money when organizing or settling an estate. Most critically, the use of the kit prevents identity theft of the deceased – a common occurrence today. Backed by a team of experts, including lawyers and accountants who specialize in estate administration, our toolkit is legally audited annually with new content routinely added. Our clients have FREE access to updates at any time.
The Executor’s Toolkit includes:
Extensive portable record keeping system
Detailed workbooks providing step-by-step instructions
Support CDs
Part 1: Estate Organization
Part 2: Estate Settlement

Record keeping

Comprehensive filing system
Gather and organize fundamental estate information
Securely store estate documents
Ensure quick and easy access to critical data

Workbooks

Step-by-step instructions on everything you need to know and do to organize or settle an estate
Record vital statistics and key family details
Prepare to draft a Will, Powers of Attorney and Health Care Directives
Stipulate distribution of personal property not covered in a Will
Leave a special message for family and friends
Create a “living memory” to share with loved ones
Establish a complete bookkeeping system
Send standard notices and form letters
Probate and tax instructions
Asset and liability inventory spreadsheets
Property distribution receipts
Glossary of terms
Contact directory

Support CDs

User-friendly
Simple auto-start feature
Copies of all of worksheets and form letters contained in the workbooks
Numerous PDF files
Allows the organization or administration process to be completed electronically
Both PC and Mac compatible
For more information, visit www.theexecutorstooklit.com.

What people are saying about the Executor’s Tooklit:
“I can’t say enough about the Executor’s Toolkit the director gave us. We followed the CD and instructions, then ended up well prepared to handle many daunting tasks ourselves with this exceptional guidance. Our lawyer was able to deal with the more complex areas requiring her expertise. We saved money and even discovered benefits we might have overlooked without this great service of Hall-Wynne.”