Post-Loss Estate Administration Binder · Sample
Estate of Margaret Whitfield (Sample)
This is a complete example binder, so you can see exactly what your family receives and how every page works. Nothing here belongs to a real client, and nothing can be changed. Open any page to look through it.
File number
SAMPLE-001
Prepared by
EstateMindr · sample binder
Last updated
30 Oct 2026
Where to start
The pages a family works through first.
Estate Administration Checklist
Every task grouped by stage — tick them off as the estate moves forward.
30 Day Action Plan
What matters in the first month, with dates and questions for your meeting.
Deadlines & Key Dates
Probate, tax and filing dates that cannot slip.
Debts & Ongoing Obligations
Bills, liabilities and everything that keeps drawing on the estate.
Asset Inventory
What the estate owns, where it is, and where it stands.
Professional & Advisor Resources
Attorney, CPA, financial advisor and institution contacts.
The working pages
The rest of the binder — filled in as the estate progresses.
Estate Assets & Expense Tracker
Communication Log
Estate & Client Overview
Beneficiary Information
Digital Accounts & Legacy
Professionals' Meeting Prep
Certified Documents Distribution Log
Estate Settlement Timeline
Business Guide & Ownership Addendum
Reference
Terms, service agreement and the documents kept filed separately.