The HeirLoft Executor Kit

Every provider’s closure steps, a cancellation letter and a tracking sheet, in one PDF.

Closing one account takes a phone call. Closing twenty takes a system. The Executor Kit turns the 30 provider guides on HeirLoft into one PDF you can work from: which documents each company asks for, how to reach it, its published steps, a letter for the ones that want it in writing, and a sheet to track every call and reference number.

One payment of $29. No account to create. You get a private link by email, and the PDF is built in your browser, so the names you enter never reach HeirLoft's servers.

Not what you needed? Email support@heirloft.app within 14 days of purchase for a full refund.

What's in the kit

Account checklist

Where to look for the accounts a person leaves behind: the inbox, bank and card statements, phone app stores, a password manager, the mail. The same sources the HeirLoft guides describe.

Closure steps, provider by provider

Pick the providers that apply. For each one: the documents it asks for, its phone number and official page, its published steps and the date HeirLoft last checked them. Thirty providers today, from Amazon to Wells Fargo.

Written-cancellation letter template

A fill-in-the-blanks letter for companies that require cancellation in writing, with a checklist of what to enclose and how to send it. A German Einschreiben version is included.

Tracking sheet

One printable row per account: date contacted, method, reference number, status, follow-up date. Plus blank pages for accounts no guide covers.

Who it's for

Executors, administrators and family members handling a death now. If instead you want to organize your own accounts so your family never has to do this, that is the HeirLoft app: free to start.

Every provider guide in the kit is also free to read, one at a time, at Close a deceased person's account. The kit is for working through many of them at once.