---
title: "Executor Tracker: Every Step and Deadline in One Place | MCC"
description: "A private checklist for settling an estate: about thirty steps with target dates from the date of death, your state's small estate limit and an asset list."
url: "https://mcc-solutionsnj.com/tools/executor-tracker"
---

# Executor tracker

Settling an estate means dozens of tasks spread over a year. This keeps every step, date, account and phone call in one private place.

## What's in it

- 26 steps in 6 stages, from the first week to closing the estate
- Target dates counted from the date of death, including the final income tax return and the nine-month estate tax date
- Your state's small estate limit and waiting period, and its executor checklist and kit where we have them
- An asset and account list with values and status, a contact log and notes
- Saved in your browser only, with Export, Import and Print

## The first steps

- **Order certified copies of the death certificate** Most banks, insurers and agencies keep a certified copy. Ten is a common number; the funeral home can usually order them.
- **Find the original will and any trust** Check the home safe, files, the lawyer who wrote it, and the county surrogate's or probate court where some people deposit wills.
- **Secure the home, car and valuables** Lock up, keep insurance in force, forward the mail to yourself as executor, and don't give away belongings before you're appointed.
- **Tell Social Security** The funeral home often reports the death. A payment received for the month of death usually has to be returned.
- **Pause or cancel recurring charges** Subscriptions, memberships and automatic payments. Keep the utilities and insurance on the house.
- **Find the right court** Usually the surrogate's, probate or orphans' court in the county where the person lived.

General information, not legal or tax advice. We are not lawyers or accountants. The court, a lawyer or a tax professional can tell you what applies to your estate.

## Executor tracker, $19 once

Prices plus sales tax where applicable, calculated at checkout from your billing address.

Already bought it? Email me my access link.

## Questions

**What is it?**

A private checklist for settling an estate: about thirty steps in six stages with target dates counted from the date of death, your state's small estate limit, an asset and account list, a contact log and notes.

**Where is my information kept?**

Only in your own browser. Nothing you type is sent to us. Use Export to save a file you can open on another device with Import, and keep that file somewhere safe.

**Is it one payment?**

Yes, $19 once, no subscription. Your access link works on any device.

**Does it replace a lawyer?**

No. It keeps the work organized and on time. It is general information, not legal or tax advice, and the court's instructions come first.

**What is the refund rule?**

Email us within 14 days of buying and we refund it in full.

Free help: [executor guide by state](/notary/executor-guide-by-state), [small estate eligibility checker](/notary/small-estate-eligibility-checker) and the [executor notice letter](/tools/executor-notice-letter).

## Need a notary? Send it to the desk.

[Book Now](/notary/#order)[Call (908) 444-6373](tel:+19084446373)