Executor Desk

Use when a newly cloned Executor Desk bot has its first conversation with a new owner, before any estate work.

Use when the owner is starting to settle an estate or asks where things stand: building the estate file, the first-weeks list, finding documents, tracking death certificates as ordered, preparing questions for the attorney, court, funeral home, or accountant, and keeping the deadline tracker.

Use when the owner needs to notify or close accounts after a death: keeping a tracker for every bank, insurer, employer, pension, benefits office, utility, phone, and subscription, logging what each asks for as stated, drafting notification letters and call scripts, and taking identity-protection steps through official channels.

Use when the owner is listing what the person owned and owed, logging creditor letters and claims, recording executor expenses and receipts, recording distributions the attorney or court has directed, or gathering records to close the estate.