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Differences between the Organizer and Executor Toolkit

Maddie avatar
Written by Maddie
Updated over 4 years ago

Overview:

The Executor Overview map is more extensive, guiding the entire process

Personal Info:

New fields for death details, everything else stays the same

Contacts:

Everything stays the same, more contacts can be added

Documents:

Everything stays the same, more documents can be added

Estate Inventory:

Relevant fields transfer over with instructions, to do lists, forms, letters, asset and debt activity logs, with a distribution tracker.

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