Free Executor's Action Guide — Estate Compass
Free Executor's Action Guide

The roadmap every executor needs.
Free — instantly.

Most executors have never done this before. No manual. No roadmap. No one in their corner. The Executor's Action Guide changes that — and it's yours at no cost.

✓40+ checklist items across all 5 phases
✓Urgent task flagging — know what can't wait
✓Personal liability warnings throughout
✓Built from real executor experience — not theory
✓Key contacts tracker and document checklist
✓Works for any estate, any complexity, all 50 states

Built by Christian Frisoli — NYU Stern MBA, 15-year strategy consultant, and personal executor of complex estates.

Free — Complete the Assessment
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Complete a free 3-minute assessment and receive your guide instantly — plus a personalized recommendation for your specific estate.
1 Answer 8 quick questions about your estate — takes 3 minutes
2 Enter your email to unlock your personalized recommendation
3 Receive your free guide and a personal follow-up from Christian
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What's inside the guide
✓Phase 1: The First 72 Hours — what cannot wait
✓Phase 2: Estate Administration — accounts, property, creditors
✓Phase 3: Tax & Financial — filings and obligations
✓Phase 4: Distribution — how to pay out correctly
✓Phase 5: Closing — final steps and documentation
3M
New executors every year in the US — almost none with a roadmap
570
Hours the average executor spends — most figuring out what to do
$0
What this guide costs you — complete, no strings attached
What's Inside

Five phases. Every step.
Nothing left out.

The guide walks you through every phase of estate administration — from the moment you become executor through the final closing. Each phase includes urgent task flagging, liability warnings, and pro tips from real executor experience.

Phase 1
The First 72 Hours
Get 10 death certificates
Locate the original Will
Secure all property
Do NOT pay any bills yet
Phase 2
Estate Administration
File Will with probate court
Get Letters Testamentary
Open estate bank account
Complete asset inventory
Phase 3
Tax & Financial
File final income tax return
Estate income tax (1041)
Handle creditor claims
Pay in legal order
Phase 4
Distribution
Confirm all debts paid
Get beneficiary receipts
Transfer property titles
Document all distributions
Phase 5
Closing the Estate
File final accounting
Get court approval
Close estate accounts
Keep records 3+ years
Who Built This

Built by someone who has been
exactly where you are.

Estate Compass was founded by Christian Frisoli — NYU Stern MBA and 15-year strategy consultant — after personally navigating the executor process for complex estates and finding nothing that helped.

This guide is built from that experience. Not from a textbook. Not from a law review article. From the actual process of managing a complex estate with no guidance and figuring it out the hard way so you don't have to.

The guide is free because the first thing every executor needs is clarity — not a sales pitch.

570
Hours the average executor spendsOver 16 months. Most of it figuring out what to do next. This guide eliminates the guesswork.
3M
New executors every year in the USAlmost none of them have done this before. Almost none of them have a roadmap. This guide changes that.
$0
What this costs youThe guide is completely free. If you need more support, Estate Compass offers personalized advisory services starting at $500.