Executors and family members responsible for a deceased person’s taxes may feel overwhelmed by unfamiliar forms, missing documents, filing deadlines, and the risk of distributing estate assets too soon.
This workbook organizes the process into manageable steps so they can document their authority, track tax obligations, work effectively with professionals, and protect the estate before releasing funds to heirs.
Inside the workbook, readers will find:
- A five-module tax-filing process
- An estate information and income-source summary
- A record of previous tax filings and known IRS issues
- Contact fields for tax, legal, and financial professionals
- An executor authority checklist
- A tracker for wills, death certificates, court documents, and prior returns
- Guidance for recording IRS Forms 56 and 4506-T
- A comprehensive tax-document checklist
- A log for W-2s, 1099s, Schedule K-1s, and other records
- A filing deadline calendar
- Planning for federal, state, individual, estate, and extension returns
- A worksheet for recording filing decisions
- A tax-payment and confirmation tracker
- Space to record the tax preparer’s information
- A pre-distribution clearance checklist
- Warnings about potential executor liability
- A log for documenting distributions to heirs
- Completion and executor sign-off sections
- A quick-reference guide to common IRS forms
- Space for additional notes and unresolved issues
Secure checkout powered by Stripe.
You’ll see our parent company, Couch Cats, LLC on your statement!
SAMPLE Preview
Important Disclaimer: This workbook is provided for general educational and organizational purposes only. It does not constitute tax, legal, accounting, financial, probate, or estate-planning advice and should not be used to determine filing obligations, executor authority, tax liability, deadlines, or when estate assets may be distributed. Tax laws, exemption amounts, forms, deadlines, and federal and state requirements may change and vary according to the estate’s circumstances. Consult a qualified CPA, enrolled agent, tax attorney, or estate attorney before filing returns, paying taxes, or distributing assets. Verify current requirements directly with the IRS and applicable state agencies. Completing this workbook does not guarantee tax compliance, protect an executor from liability, or create a professional-client relationship. Store all completed pages securely because they may contain sensitive personal and financial information.
