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Tools and Checklists

MyWayForward.com provides helpful tools and checklists for survivors to use when handling the affairs of the Decedent. These tools and checklists are designed to be printable and complement the content at MyWayForward.com. The contents of these tools and checklists are intended to provide helpful suggestions to a family member or other survivor who has assumed the duties of concluding the affairs of a loved one/decedent. The list is not intended to be exhaustive. It is not intended to provide legal or financial advice nor to be relied on in lieu of such services. If you have specific questions relating to an estate you are handling, you may find it helpful to consult with a probate attorney or financial professional.

Tools and Checklists are separated by category below. All documents are available to print right from the page.

Well-being Tools and Checklists

3-9 Months After Death Checklist

3-9 Months After Death Checklist

9-12 Months After Death Checklist

9-12 Months After Death Checklist

 
 

Estate and Probate Related Tools and Checklists

Tool: Steps in the Probate Process

Tool: Steps in the Probate Process

Personal Representative Checklist

Personal Representative Checklist

 
 

Copyright © 2023 Forte, LLC

MyWayForward prepared this material for general information purposes only. The information presented is not legal, medical, financial or other advice, and is not to be acted on as such. If you have specific questions about a particular legal or financial matter, we advise you consult an attorney or other individual who is knowledgeable in the particular area of expertise.