The Compliance Kit
What’s Actually Inside the Kit
Real pages from the real product — not mockups, not a blurred teaser. Read them. The value here isn’t secret information; it’s the system, already built.
1. It tells you when not to use it
The kit opens with a red-flag triage list — the situations where the honest answer is to stop and call an attorney. That page is first on purpose. A product that pretends you never need a lawyer would be cheaper to write and worse for you.
2. The whole job, in order, with timing
The master checklist runs from day one to closing, colour-coded by what is legally required, what merely protects you, and what simply saves time and money. This is the spine of the kit: you are never guessing what comes next.
3. A calculator that does the dates for you
Enter one date — the date of death — and the spreadsheet computes the deadlines that follow, plus how many days you have left on each. This is the piece a screenshot genuinely cannot replace, because the value is that it runs on your estate.
4. Letters you can send today
Fourteen editable Word templates for the correspondence executors actually have to write — introducing yourself to banks and institutions, handling creditor claims from first letter to settlement payment, notifying the credit bureaus, claiming life insurance and employer benefits, closing accounts, requesting date-of-death values and year-end tax documents, updating beneficiaries, and sending distributions. Fill in the details and send.
5. A final accounting that checks its own arithmetic
The job every executor dreads at the end: showing the beneficiaries where every dollar went. List the assets once, record the estate account like a checkbook, and the workbook builds the account — what came in, what went out, what is left — then checks itself three ways, including against your bank statement, and tells you how far off you are if something is missing. It works out each beneficiary’s share from the percentages you enter from the will, and prints a one-page summary you can send them. It organises your numbers; it does not decide shares or fees for you.
Shown with example figures. The kit also includes a Contact & Decision Log — everyone you have notified, every call, and why you made each decision, written down at the time.
Why we’ll show you the pages
Because none of the value is in keeping them hidden. You could read every sample above and still not have the other 60-plus pages of the guide, the working spreadsheets, the fourteen letter templates, the accounting workbook, or the deadlines calculated against your own date of death. What you’re buying is the assembly — a job already done — and the fastest way to prove that is to let you look at it.
Deciding between the book and the kit? Compare the Book, Toolkit and ExecutorPilot Live side by side →
The samples shown are from the New Jersey kit. The Pennsylvania, Maryland and New York kits follow the same structure with their own state’s deadlines, forms, and procedures.
Pick your state
$149 · instant download · 30-day money-back guarantee. Not sure yet? The deadline calculator on this site is free and needs no email.
New Jersey kit → Pennsylvania kit → Maryland kit → New York kit → Free deadline calculatorFree: the Executor's First 30 Days checklist
Want a sample before you buy anything? Get the printable checklist right away, plus your state’s key deadlines by email, from a real executor who organized an estate the hard way. No spam; unsubscribe anytime.
We never sell your info. ExecutorPilot is an educational resource, not a law firm.
Frequently asked questions
What do you get in the Executor Compliance Kit?
Each state kit includes a 65 to 79 page plain-English guide (depending on state), a working deadline calculator spreadsheet, a creditor negotiation tracker, an expense and reimbursement log, an estate inventory and final accounting workbook, a contact and decision log, fourteen editable Word letter templates, and a printable one-page checklist. It is a $149 instant download with a 30-day money-back guarantee.
Can I see inside the kit before buying?
Yes — real sample pages are shown on this page, readable and unblurred: the red-flag triage list, the master checklist, the deadline calculator with computed dates, and one of the letter templates. They are actual pages from the product rather than mockups.
Is the kit legal advice?
No. ExecutorPilot is an educational and organizational resource, not a law firm, and the kit does not give legal, tax or financial advice or evaluate your estate. It opens with a red-flag triage list identifying the situations where you should stop and consult a licensed attorney in your state.
What is the refund policy on the kit?
Thirty days, no questions. If the kit isn't the help you needed, email hello@executorpilot.com within 30 days for a full refund — no forms and no explanation required.
Are the Pennsylvania, Maryland and New York kits the same?
They follow the same structure — guide, checklist, calculator, trackers, accounting workbook and letter templates — built around each state's own deadlines, forms and procedures. The sample pages shown here are from the New Jersey kit.
Do I need the kit to use the deadline calculator on this site?
No. The deadline calculator on executorpilot.com is free and requires no email or purchase. The kit's spreadsheet version is one part of a larger organizing system, not a paywall around the dates.