Executor organizer
An organizer is the single sheet that tells whoever is clearing up after you what exists and where to find it.
Free with an account.
This one is free. What you pay for any other document counts in full toward a package.
Who this is for
- You are the only person who knows where things are, which is most people.
- Your affairs are spread across banks, insurers and pension providers.
- You are helping a parent get organised and need somewhere to start.
- You already have a will and want the practical half written down.
What it does not do
- It has no legal effect. It grants nothing, gives nobody authority, and does not decide who inherits.
- It is not a place for passwords. Record where the password manager is, not what is in it.
- It goes stale. An organizer nobody has updated in five years is a set of dead phone numbers.
How to sign it in your state
Pennsylvania
Executor Organizer
This is an organizer or instruction document; it does not use a formal witness or notary ceremony.
Airlooms has no state-specific signing rule promoted into the guided Signing Center for this document yet, so this page will not guess at one. The witness and notary blocks are confirmed on the document itself when you generate it, and the document carries a review notice.
New York
Executor Organizer
This is an organizer or instruction document; it does not use a formal witness or notary ceremony.
Airlooms has no state-specific signing rule promoted into the guided Signing Center for this document yet, so this page will not guess at one. The witness and notary blocks are confirmed on the document itself when you generate it, and the document carries a review notice.
New Jersey
Executor Organizer
This is an organizer or instruction document; it does not use a formal witness or notary ceremony.
Airlooms has no state-specific signing rule promoted into the guided Signing Center for this document yet, so this page will not guess at one. The witness and notary blocks are confirmed on the document itself when you generate it, and the document carries a review notice.
Get started
The first week after a death is mostly archaeology. Somebody sits at a kitchen table with a shoebox, trying to work out which bank, which insurer, whether there is a pension at all.
The organizer is how you spare them that. It is free, it takes an evening, and it is the thing your executor will actually use before any of the legal documents matter.
Two rules make it safe. Enough detail to identify each account, not enough to operate it. And no passwords in the document itself: record where the password manager lives and who is allowed to reach it.
Common questions
How is this different from the executor handoff packet?
This is a free worksheet you fill in yourself, listing accounts, contacts and locations. The handoff packet is generated from your plan and tells your executor which documents exist and what to do first. They fit together, and this one comes first.
Should I put account numbers in it?
Enough to identify the account is usually enough. Full numbers and passwords make the document itself worth stealing.
Where should I keep it?
In your Airlooms Vault, and tell your executor it is there. A safe deposit box that only opens on a weekday is a bad place for the only copy.
Does anyone need to sign it?
No. It is an organizer, not a legal instrument, and no witnesses or notary are involved.
How often should I update it?
Once a year, and after any move, job change, new account or death in the family.
Included in
- Will & Essentials, $69 for 18 documents, 55% less than buying the pieces. See what is in it
- Trust & Property, $129 for 28 documents, 57% less than buying the pieces. See what is in it