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Steady Executor
United States · Georgia

Georgia Executor Kit

Being named executor in Georgia means deadlines that start running from the date of death, letters to write and every amount to account for. This kit gives you the Georgia rules in one place, each linked to its official source, and the files to do the work.

$39

Plus applicable sales tax, calculated at checkout.

  • Instant download after payment
  • Word and Excel files
  • Checked against official sources

Available to customers outside the European Union and the European Economic Area.

What's inside

  • US_Georgia_User_Guide.docx

    User guide: your role, route check, legal deadlines, step-by-step order of work, taxes and fees, official forms and a final checklist for Georgia.

  • US_Georgia_Executor_Workbook_TRACKER.xlsx

    Executor workbook: deadlines calculated from the dates you enter, assets, debts, estate account with running balance, distributions, contacts and letters, fees and taxes.

  • US_Georgia_Financial_Letters_TEMPLATE.docx

    Five letters: bank or credit union, life insurer, retirement plan or pension, creditor, investment account.

  • US_Georgia_Services_Agencies_Letters_TEMPLATE.docx

    Six letters: utilities, credit reporting agency, landlord, employer, subscriptions, government organizations.

  • US_Georgia_Beneficiary_Letters_TEMPLATE.docx

    Three letters to beneficiaries (first letter, progress update, distribution) and a receipt form.

Who it's for

  • You are named executor in a will, or you are applying to be appointed, for someone who lived in Georgia.
  • You are doing this for the first time and want the legal deadlines and the order of the work in one place.
  • You want to keep clear records for the beneficiaries and, where required, for the Probate Court of the county where the deceased lived.
  • You may also be working with an attorney and want to stay organized and keep costs under control.

How the documents work together

  1. Read the user guide first: it explains the role, the route and the deadlines, and tells you which file to use at each step.
  2. Enter the date of death in the workbook. Each legal deadline then appears with its due date, legal basis and official link.
  3. Send the notification letters from the three template files and log each one in the Contacts and Letters tab.
  4. Record every asset, debt, receipt and payment in the workbook. The estate account balance is checked against your bank balance.
  5. When the waiting periods have passed and debts are dealt with, the Distributions tab works out each beneficiary's entitlement and the receipt form closes the loop.

Route check

Not every estate in Georgia needs the full court process. These are the routes the guide explains:

RouteWhen it may apply
No administration necessaryThere is no will, no personal representative has been appointed in Georgia, the estate owes no debts or all known creditors consent or are served, and all heirs have signed an agreement on how to divide the estate.
Year's supportThe deceased left a surviving spouse and/or minor children. The petition must be filed within 24 months of the date of death.
Probate of the will in common formThere is a will and the executor wants to probate it without giving notice to the heirs.
Probate of the will in solemn formThere is a will and the executor wants a binding result straight away, or a challenge is expected. If the named executor cannot or will not serve, an administrator with the will annexed is appointed (GPCSF 7).
Letters of Administration (no will)There is no will and an administrator is needed, for example because heirs do not agree, there are unpaid debts, or property must be sold.
Temporary administrationAssets need to be collected or protected urgently before a permanent executor or administrator is appointed.

Check the current threshold on the official source before relying on a simplified route.

What's not included

  • Legal advice on your situation, or answers to questions about a specific estate.
  • Official court or tax forms: they are free on the official websites, and the guide links to them.
  • Filing, submitting or checking documents for you.
  • Tax calculations for your estate: the workbook records the amounts you obtain from the tax authority or your adviser.

Format and delivery

You receive a private download link by email as soon as your payment is confirmed. The link works 5 times within 30 days. Files: one Word user guide, one Excel workbook (works in Microsoft Excel 2016 or later, LibreOffice and Google Sheets), and three Word letter templates. Each file is licensed to you for your personal use; your name or email and order number appear in the footer.

Questions about this kit

Do I need a lawyer to act as executor in Georgia?

Georgia does not require you to hire a lawyer to file in Probate Court, and the standard forms are designed for public use. Court staff and the judge cannot advise you on which proceeding to choose, as that could be unauthorized practice of law, so without a lawyer the choice is your responsibility. A lawyer is strongly advisable if the will is contested, the estate is insolvent, or real estate must be sold. The guide's section on professional help lists situations where speaking to an attorney is wise.

Is there a simpler process for small estates in Georgia?

No administration necessary: There is no will, no personal representative has been appointed in Georgia, the estate owes no debts or all known creditors consent or are served, and all heirs have signed an agreement on how to divide the estate. An heir files a petition (GPCSF 9) in the Probate Court. If the court grants the order, the heirs can divide and transfer property under their agreement without a formal administration. The route check in the guide compares every route, with its legal basis and official source.

Which deadlines does the Georgia workbook calculate?

The workbook calculates every statutory deadline in the guide from the dates you enter, including: Publish notice to creditors (once a week for 4 weeks) (60 days from the appointment or grant); File the inventory with the Probate Court and mail copies to heirs or beneficiaries (6 months from the appointment or grant); Petition for year's support (24 months from the date of death); Send notice of Letters to every beneficiary under the will (certified or registered mail or statutory overnight delivery, return receipt) (30 days from the appointment or grant). Federal deadlines are included too.

Helpful guides

United States

Executor Checklist Georgia: Probate Court Routes and Deadlines

Georgia's Probate Court proceedings, the creditor and inventory deadlines, and the order of the work for a first-time executor.

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United States

A Probate Checklist California Executors Can Actually Use

Small estate limits, Probate Code deadlines and the order of the main steps for a first-time executor handling an estate in California.

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United States

Executor Checklist Florida: A Personal Representative's Guide

A plain guide for a Florida personal representative: the three probate routes, statutory deadlines, the main steps and the lawyer requirement.

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$39