Description
Settling a loved one’s estate is a lot, and it usually lands on you while you’re grieving. Tidy Executor gives you a calm, step-by-step plan and one place to keep track of every account, bill, phone call and dollar, so you always know what to do next.
✅ A 37-step executor checklist
From the first days (death certificates, securing the home) through the first weeks (Social Security, insurance claims, probate, estate EIN and bank account) to closing the estate (final tax returns, distributions, final accounting). Enter the date of death and each step shows a suggested date, with overdue steps flagged.
🏛️ Assets, debts & creditors
- Assets inventory with value at date of death, and whether each asset passes through probate or directly to a beneficiary or joint owner
- Debts and creditor claims: received, verified, paid or disputed
📞 Who to notify
Track every call and letter with the date, who you spoke to and the reference number. One click adds 20 common organizations: Social Security, Medicare, banks, the three credit bureaus, the DMV, utilities, phone and email accounts and more.
🧾 Money in & out + final accounting
Log every dollar into and out of the estate account. Tidy Executor builds the accounting for you: totals by category, every transaction, and the balance on hand. Print it for the beneficiaries or export a CSV for your attorney or CPA.
Also inside
- Estate details (court, case number, letters testamentary, estate account)
- Beneficiaries with shares and signed receipts
- Death certificate tracker
- Professionals & contacts
- Optional passcode lock with encryption, light & dark mode
How it works
- You get a single file that opens in your web browser (Chrome, Edge, Firefox or Safari) on Windows, Mac or Chromebook.
- No account, no subscription, no install. Works offline.
- Your information stays on your computer. Nothing is uploaded.
- Download a backup file any time.
- Best on a computer. Most phones can’t open downloaded app files.
What you get
- Tidy-Executor.html (the app)
- Quick-start guide (PDF)
Planning ahead for your own family? See Tidy Legacy, or get both in the Estate Pack.
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