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Estate Executor Toolkit Template Bundle

Estate Executor Toolkit Template Bundle

Regular price $24.99 USD
Regular price Sale price $24.99 USD
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Take the Guesswork Out of Estate Administration

The Estate Executor Toolkit is designed to simplify one of life’s most challenging responsibilities: managing a loved one’s estate after they pass. This comprehensive bundle provides all the essential templates and forms needed to access, close, and transfer accounts, notify relevant parties, and fulfill your duties as an executor with confidence and clarity.

Whether you’re handling bank accounts, insurance policies, or safety deposit boxes, these ready-to-use templates ensure you have the right tools at your fingertips. Avoid unnecessary stress and ensure a smooth, respectful process during a difficult time.


What’s Included (provided as .doc files for easy editing):

  1. Account Closure Request – A formal template to request the closure of financial accounts after a loved one’s passing, ensuring a smooth administrative process.

  2. Notification of Passing – A general template to inform institutions, organizations, or contacts about someone’s death, facilitating necessary updates and actions.

  3. Bank or Financial Institution Notification of Death – Notify banks or financial institutions of an account holder's passing, initiating account closure or transfer procedures.

  4. Health Care Provider Notification Template Use this template to notify healthcare providers of the death of your loved one and request the cancellation of all future appointments. This template also includes a request for the patient's past medical records, if needed.

  5. Insurance Company Notification of Death – Inform insurance providers about a policyholder’s death to begin the claims process or update policy records.

  6. Affidavit of Heirship – A sworn statement used to establish the legal heirs of a deceased person when no will exists, facilitating the transfer of assets.

  7. Renunciation of Executorship – A template for formally declining the role of executor of an estate, allowing another party to assume the responsibility.

  8. Release of Claims Form – A document to formally release any legal claims or obligations related to the estate, clearing the way for asset distribution.

  9. Safety Deposit Box Access Request – A request form to gain authorized access to a deceased person’s safety deposit box, ensuring important documents and assets can be retrieved.

  10. Family Heirloom & Keepsakes Log –This log provides a structured format for individuals to meticulously document their personal heirloom information, ensuring the legacy of these cherished family items is beautifully preserved for the future.

Why Choose This Toolkit:


Comprehensive Coverage: All key templates for managing accounts and notifications in one package.


Easy-to-Use: Pre-formatted and customizable for your specific needs.


Save Time & Reduce Stress: Focus on what matters most by streamlining the administrative process.


Peace of Mind: Ensure every step is handled properly and professionally.

Equip yourself with the Estate Executor Toolkit and confidently manage your loved one’s legacy with care and efficiency.

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Have Questions?
We Have Answers.

Curious about something else? Contact us or send us an email at info@buriedinwork.com.

How long will it take to receive my order?

For most orders, standard shipping typically takes 5-7 business days within the U.S., while expedited shipping options can shorten that to 2-3 business days. International orders may take longer depending on the destination. Processing times can vary, so check your confirmation email for specific details.

How can I track my order?

Once your order has been processed and shipped, you will receive an email with a tracking number. You can use this number to track your shipment's progress on our website or directly with the carrier.

What is your return policy?

We accept returns on unused products within 30 days of purchase. If you need to return an item, please contact our customer service team for assistance. Personalized or digital products are non-refundable unless there is an issue with the order.

What if I'm not satisfied with my purchase?

We stand behind the quality of our products and your satisfaction is our top priority.

That's why we offer the following:

  • 30-Day Risk-Free Trial: Try the product for 30 days. If you're not completely satisfied, simply return it for a full refund.*
  • Support: Enjoy access to our customer support team for any questions or guidance you need with your product.
  • Quality Assurance: Our products are built to last. If you experience any issues due to manufacturing defects, we'll repair or replace it at no cost to you.

*Cost of shipping not included in the refund.

Do you offer bulk discounts?

Yes, we do offer bulk discounts for larger orders, especially for organizations, companies, and groups interested in purchasing our estate planning tools, games, or CLEAR Kits. If you're interested in ordering in bulk, please contact our customer service team for more details on pricing and discount options. We’re happy to work with you to provide a tailored solution based on your needs.

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