After a loss
When Someone Dies
The first 90 days, in order.
Being named executor means handling several dozen tasks with real deadlines while you are grieving. This kit takes the sequencing off your shoulders — what has to happen this week, this month, and before the year is out.
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What's inside
- A 90-day sequenced checklist, from death certificates through final distribution
- How many certified copies to order, and who needs each one
- Notification list: Social Security, pensions, insurers, banks, credit bureaus
- A plain-language walkthrough of what probate does and does not require
- An asset and account inventory workbook
- A guide to the stepped-up basis and inherited IRA rules most heirs miss
Who it's for: Executors, personal representatives, and surviving family members.
Pairs with the free Inheritance intake
The kit gets it on paper. The free guided intake makes it specific to your state and your situation — and hands you a prioritized action plan at the end.
Start the free intake →Also in the library
This is an educational preparation kit — checklists, worksheets, and guidance. It is not a legal document and does not create one. Pre&Post is not a law firm.