Executor readiness score
See whether your family has the practical information they would need in the first week, then focus on the most important gaps first.
Executor First 7 Days Plan
Build the first-week roadmap your family hopes they never need.
If something happened tomorrow, would your family know what to do first, who to call, where documents are, and what not to touch? LIEU Legacy helps you create a practical first-week executor roadmap before the stressful moment arrives.
Not a law firm. No legal, tax, financial, medical, or estate advice. Executor plans are organizational roadmaps, not legal documents. Do not enter passwords, seed phrases, recovery codes, full account numbers, SIN/SSN, or private secrets.
Sample plan preview
Readiness score
62/100
Family may struggle in the first week if document locations, insurance contacts, and phone/MFA access are not clarified.
Top gaps in this sample:
Original will location missing
Insurance contact missing
Phone/MFA access plan missing
Conversation script preview
“I am not trying to make this morbid. I want to make sure that if there is ever a stressful week, we are not guessing where things are or who should be called first.”
Who it is for
For the person who worries everyone else would be guessing.
- Adult children helping aging parents
- Parents with young children
- Executors named in a will
- Homeowners and family organizers
- Caregivers, blended families, and business owners
- Anyone who recently handled a death and does not want to leave the same mess behind
How the Executor First 7 Days Plan works
Guided questions become a private family roadmap.
- 1Answer guided questions about household context, will-location notes, professional contacts, documents, wishes, digital access planning, and sharing preferences.
- 2Review an Executor Readiness Score based on what appears documented, uncertain, or missing from your answers.
- 3Use the Missing Information Report to close the most important first-week gaps.
- 4Export the first seven days checklist, conversation scripts, and handoff summary for professional review and family discussion.
What the plan creates
A clear first-week roadmap, not another vague checklist.
The planner turns your answers into a readiness score, missing-information report, first seven days checklist, document roadmap, contact roadmap, digital access prompts, and exportable handoff summary.
Missing information report
Identify missing will-location notes, professional contacts, insurance details, bills, digital access planning, and first-contact order.
Document and contact roadmap
Turn scattered household knowledge into a simple map of where things are and who should be contacted for verification.
Family conversation scripts
Use gentle scripts for aging parents, adult children, executors, blended families, digital access, and final-wishes conversations.
Digital access planning prompts
Plan around device access, email recovery, MFA, cloud photos, legacy settings, and digital assets without collecting secrets.
Exportable executor handoff
Download a Markdown or CSV handoff your family can review with lawyers, accountants, advisors, and trusted contacts.
Why families struggle in the first week
The first seven days are where families get stuck.
Most families do not need a giant binder on day one. They need a calm order of operations: what to secure, who to call, what to locate, what to verify, and what should wait for professional guidance.
- 1Confirm the immediate contact order and who should be notified first.
- 2Locate the original will or the professional who holds the location note.
- 3Secure the home, pets, vehicles, and urgent household responsibilities.
- 4Collect professional contacts: lawyer, accountant, insurance broker, financial advisor.
- 5List urgent bills and institutions without storing credentials or full account numbers.
- 6Review digital access instructions using approved platform and professional guidance.
- 7Schedule qualified professional review before making major decisions.
Privacy and safety notes
Location notes, not secrets.
Use LIEU Legacy to record where instructions live and who can verify them. Do not store passwords, seed phrases, recovery codes, full account numbers, SIN/SSN, or private secrets.
CTA to dashboard
Turn the plan into durable records.
Use the dashboard to maintain document locations, contacts, digital access notes, emergency instructions, and exportable handoffs.
Open Dashboard PlanCTA to pricing
Upgrade when your roadmap grows.
Paid plans support a more complete private vault, trusted contact workflows, exports, and continuity organization.
View PricingGuided planner
Create your Executor First 7 Days Plan.
Answer what you can. The planner is rules-based and privacy-conscious: no scraping, no password collection, no legal-document generation, and no sensitive analytics payloads.
Questions families ask
What is an Executor First 7 Days Plan?
It is a practical family roadmap for the first week after a serious emergency or death. It organizes who to call, where key documents are, which account notes exist, what household issues may need attention, and what should be verified with qualified professionals.
Is the Executor First 7 Days Plan a legal document?
No. It is an organizational roadmap that helps families identify document locations, contacts, first-week tasks, and questions to verify with qualified professionals. It is not legal, tax, financial, medical, or estate advice.
Does LIEU Legacy generate a will?
No. LIEU Legacy does not generate wills, probate filings, beneficiary forms, trusts, or legally binding instructions. Use qualified professionals for legal documents and decisions.
Does this replace a lawyer?
No. LIEU Legacy helps organize practical information and questions. Lawyers, accountants, financial advisors, insurance professionals, and other qualified professionals should review important decisions.
Can this help my family find key documents?
Yes. The plan focuses on document-location notes, professional contacts, and verification prompts so a family member or executor knows where to start without uploading private legal files.
Can I use it with aging parents?
Yes. Adult children and caregivers can use it as a calm conversation guide with aging parents. The goal is to document where things are and who should be contacted, not to pressure anyone into legal decisions.
Can I use it if I have already named an executor?
Yes. Naming an executor is only one piece. The plan helps that person understand document locations, professional contacts, recurring bills, household issues, wishes, and digital-access questions.
Should I enter passwords or account numbers?
No. Do not enter passwords, seed phrases, recovery codes, full account numbers, SIN/SSN, or private secrets. The plan is designed for location notes and contact prompts only.
What digital access information should I organize?
Organize where approved instructions are stored, who should contact platform support, whether official legacy-contact features exist, and which devices, email accounts, MFA flows, subscriptions, cloud storage, domains, or digital assets may need professional review.
Can I save the plan?
The public planner can export Markdown and CSV files and can save a small summary in your browser. For persistent records, use the authenticated dashboard modules for documents, advisors, digital assets, emergency instructions, and exports.
Is LIEU Legacy a law firm?
No. LIEU Legacy is a private planning and organization tool. It does not provide legal, tax, financial, medical, or estate advice.
Can this help prevent family confusion?
It can help reduce guessing by creating a clearer roadmap, but no tool can guarantee conflict-free outcomes. Use it to organize information and support professional review.
What should I verify with a lawyer, accountant, or financial advisor?
Verify legal authority, estate documents, tax obligations, beneficiary and account questions, insurance requirements, property issues, business continuity, and any decision that could have legal, financial, tax, medical, or estate consequences.