The Complete
Executor Toolkit
Being named executor is an honor — and a significant responsibility. Afterly™ gives you every tool you need to fulfill your duties with confidence, organization, and dignity.
Your Responsibilities as Executor
An executor — also called a personal representative — is responsible for administering the deceased's estate. Here's what that involves.
An executor has a fiduciary duty — a legal obligation to act in the best interests of the estate and its beneficiaries. The role involves gathering assets, paying debts, filing taxes, and distributing what remains.
In Florida, formal estate administration generally requires working with a licensed probate attorney. Afterly™ provides organizational tools and professional referrals to make this process manageable.
Executor Timeline & Checklist
Every executor duty organized by phase. Clear, actionable, and complete.
- Locate and secure the will
- Obtain death certificates (15+ copies)
- Notify beneficiaries
- Secure estate assets and property
- Open estate bank account
- File will with probate court
- Inventory all assets
- Notify creditors and government agencies
- File for probate if required
- Continue paying estate bills
- Collect outstanding debts owed to estate
- Respond to creditor claims
- File estate tax returns
- Sell estate property as needed
- Distribute assets to beneficiaries
- File final accounting with court
Your Executor Support Center
Purpose-built tools to keep you organized throughout the entire process.
Document Organization
Centralized storage for all estate documents — will, death certificates, financial statements, and more.
Timeline & Deadline Tracking
Never miss a critical deadline. Afterly™ tracks court filing dates, creditor notice periods, and distribution timelines.
Executor Checklist
A comprehensive, task-by-task checklist covering every executor duty from day one to estate closure.
Professional Referrals
Instant connections to probate attorneys, CPAs, appraisers, and financial advisors through our verified partner network.
Beneficiary Communication
Organized communication tools to keep beneficiaries informed throughout the process.
Executor Guide
Plain-language guidance on every aspect of the executor role — your complete reference throughout the process.
Executor Duties Guide
A comprehensive reference document covering every executor duty in plain language. Includes state-specific information, timelines, and professional referral guidance.
Meet Willow™ — Your Estate AI
Voice-activated estate guidance. Available 24/7 in the app and web platform.