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Executor & Trustee Toolkit

Know exactly what to do first

Being named executor or trustee is an act of trust. Wealth Transfer gives you an ordered checklist, a map of where documents and accounts are, and a written record of every decision you make.

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Everything an executor or trustee needs in one place

Built for the person who was handed a will and told they were in charge.

An ordered checklist, not a pile

Your tasks are sorted by due date, so you can see what comes first, such as notifying creditors, filing the probate petition, and securing property. You can assign tasks to a co-executor and watch a progress bar show how far along you are.

Notify creditors · Complete

  • Tasks sorted by due date
  • Assign tasks to a co-executor or advisor
  • Progress bar for the whole estate

Executor checklist

  • Notify creditorsComplete
  • File probate petitionIn progress
  • Secure propertyDue this week
  • Progress6 of 21 complete

Find every account and document

The grantor's map shows which documents exist, where they are kept, and who has authority over each one. Each account is tagged so you can see at a glance what is located and what still needs attention.

Revocable living trust · Located

  • Tags such as Located, Needs retitling, and Unknown authority
  • A map of where things are, not account credentials
  • Role-based access, so each person sees only what the grantor shares

Document & account vault

  • Revocable living trustLocated
  • Brokerage accountUnknown authority
  • Property titleNeeds retitling
  • Open unknowns4

A written record of every decision

Log why you delayed a distribution or sold an asset, and each entry is saved with a date. When a sibling asks why things are taking time, you can show the written reasoning instead of relying on memory.

Decision · Delay first distribution

  • Dated entries tied to your checklist
  • Grantor intent shown beside your decisions
  • Shared status view for siblings and heirs

Decision log

  • DecisionDelay first distribution
  • ReasonCreditor claim period still open
  • LoggedWith date and time
  • Visible toCo-executor

From invitation to a steady first month

You do not need to have everything digitized on day one.

  1. 1

    Accept your invitation

    Open the link in your invite email and create your login. Your role is already filled in, so you land on your own checklist.

  2. 2

    See your first tasks

    Your checklist shows what needs doing first, sorted by due date. Mark items done and assign others to your co-executor.

  3. 3

    Locate what exists

    Open the vault the grantor built and add what you find from paper statements. Anything you cannot place yet is flagged so it does not surprise you later.

  4. 4

    Log decisions as you go

    Record why you chose a timeline or took an action. Each entry is saved with a date you can point to.

  5. 5

    Keep the family in the loop

    Schedule a family review and invite siblings to a shared view of progress. Updates come from the plan, not scattered text threads.

Questions from executors and trustees

Does Wealth Transfer replace the estate attorney?

No. The attorney holds the legal documents, and Wealth Transfer sits beside them as the coordination layer. It gives you the checklist, the map, and the decision log that your attorney is not paid to maintain for you.

Do I have to enter account numbers or passwords?

No. The vault is a map of where documents and accounts are and who has authority over them, not the credentials themselves. Each person sees only what the grantor or executor chooses to share.

What if my brother or sister will not use another app?

Co-executors and heirs can be invited with a single link. A co-executor who accepts sees the tasks assigned to them, so you are not chasing updates by text.

Why keep a decision log?

The Williams Group attributes about 60% of wealth-transfer breakdowns to communication and trust failures. A dated written record means that if a sibling questions a delay, the conversation starts from what was decided and why.

Can I use this on my phone?

Yes. You can work through your checklist, open the vault, and log decisions from your phone, including dictating an entry instead of typing.

What does it cost?

Family Complete is $39/month and includes the decision log, trustee checklist, and scheduled family reviews. Family Start is $19/month if you only need the shared plan basics.

Be ready before the call comes

Start a transfer and give your executor and trustee the plan they will need.

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