Estate and life-change playbooks
Answer a ten-minute intake and the playbook builds the list: who to notify, which documents to gather, what to file, and the clock running on each one — with the deadlines calculated from the Ohio Revised Code and the federal rules, so you always know what is due and when.
Save thousands of dollars by doing it yourself — the same steps, without the attorney’s bill.
New here? Create an account — the intake takes about ten minutes.
Every one of them works the same way: a short intake, then the list with real dates, in the order the court, the agency or the tax code expects. Buy the one you need — there is no subscription.
Settling an estate
Everything an executor has to do after a death, in order: who to notify, which documents to gather, what to file, and the clock running on each one — with the Ohio deadlines already worked out.
The whole series
All six playbooks in one purchase: the Executor's Playbook and the five beside it, at a quarter off buying them one at a time.
Acting for someone living
Acting under a financial power of attorney: the accounts, property, bills and records you are now responsible for, and the point where your authority stops.
The widow or widower
The same death, a different list and a different person: Social Security survivor benefits, retitling the house and cars, pensions, taxes, and changing the beneficiaries on your own accounts.
A parent, or an adult child
Becoming guardian of an aging parent or an adult child with disabilities: the probate court process, the annual reporting that comes with it, and the steps agents most often get wrong.
Downsizing, or moving in
Moving a parent into assisted living or in with family: selling the house, the estate sale, changing the address everywhere, and what Medicaid looks back at.
Before it is needed
The before-you-die version, written for the parent themselves: where everything is, who to call, and the passwords — the document your executor will thank you for.
$59 each, and $79 for the Executor's Playbook (20% off the usual $99). One-time purchase per playbook, no subscription.
Settling an estate, acting under a power of attorney, becoming a guardian: each is thousands of small, dated decisions. The playbook turns yours into one list you can work down, in the order the court, the agency or the tax code expects.
A short intake: who it is about, where they live, and what is involved — a will, a house, a business, a parent who needs a guardian, your own accounts. Every answer changes the list.
The tasks arrive in five phases, from the first week to the last step, each one with its deadline already worked out and the statute or form it comes from.
Check tasks off, keep notes on what you filed and where the originals live, and print the whole matter on paper for the attorney or the file.
One place for the whole estate, so nothing gets missed and nothing gets done twice.
Every task an executor has, grouped from the first week through closing the estate — and only the ones this estate actually needs.
Give it the date of death and the date you were appointed, and the due dates fill in: the creditor period, the inventory, the 1040, the Ohio estate tax filing.
Social Security, pensions, life insurers, banks, utilities, the employer — with a call log so you can keep straight who you reached and who you still owe a call.
Death certificates, the will, the deed, insurance and tax records — each with a link to the official form or agency page, or a fill-in template when there is no form.
A posted-note page for the safe, the attorney, the bank box and the passwords, so the paperwork is still findable a year from now.
The entire estate on paper: intake answers, deadlines, tasks, contacts and documents — ready for your attorney or the probate file.
Matters in Ohio get exact statutory deadlines and the Ohio Revised Code section behind every one of them, plus the probate path for the county. Matters in other states get the federal dates and a clear "check your court" note on everything state-specific — full state packs are being added.
Statutory deadlines, citations, and the Ohio steps for your playbook, from the first notice or filing to the closing of the matter.
The IRS and Social Security deadlines are the same everywhere. State-specific steps carry a note telling you what to confirm locally.
Add the county's quirks, the attorney's instructions and your own reminders to any task, and they print with the binder.
One-time purchase, no subscription: the Executor’s Playbook is $79 (20% off), or all six bundled for $280 (25% off).