Plain-English workbooks for life’s hardest paperwork
Each one follows the real order of the work and gives you one place to record all of it.
See the first title
The Executor’s Ledger
For first-time executors, administrators and successor trustees in the United States. Nine phases in the order an estate is actually settled, from the first 72 hours to closing the estate, with checklists, logs and a ledger for every account, call and dollar.
Large format, 180 pages, in paperback and hardcover.
For estate attorneys and trust officers
If you’d like to give the workbook to clients who are about to serve as executor or trustee, we offer quantity pricing and a printed bookplate with your firm’s name.