Executor Checklist Spreadsheet Google Sheets & Excel, Estate Inventory, Probate Organizer, After Death To Do List, Digital Download

When you are named executor, the paperwork arrives at the hardest time. This executor spreadsheet for Google Sheets and Excel keeps the whole estate in one calm, organized place: every asset and debt, accounts to close, people and agencies to notify, money in and out of the estate account, and a clear final accounting for the heirs.
Made for executors and family members settling a loved one's estate who want to know what to do next and keep a clean record of every dollar.

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📊 WHAT'S INSIDE (13 TABS)
✓ How to Use – 3-step start, what each tab does, color guide and tips (works in Google Sheets and Excel 2010 or newer; not legal or tax advice)
✓ Dashboard – Heir picker, 4 cards (estate assets, debts left, net estate, checklist %), 10 attention flags, the selected heir's share and the next 5 deadlines, 3 charts
✓ Settings – Decedent, date of death, executor, as-of date, up to 10 heirs with shares (must total 100%) and every dropdown list with spare rows
✓ Assets – 150 rows: type, institution, how it passes (in the estate / named beneficiary / joint owner / living trust), value at death vs now, status, cashed-in date and a check column
✓ Debts – 80 rows: creditor, type, priority, claimed vs verified, status, due date; paid amount comes from the ledger, with days left and Overdue / Due soon / Settled flags
✓ Accounts to Close – 60 rows: accounts and subscriptions to cancel or transfer, status, follow-up flags, refunds and money charged after the date of death
✓ Ledger – 400 rows: every dollar in and out of the estate, distributions to heirs, costs paid by the executor, running estate account balance and a receipt check
✓ Checklist – 35 typical US executor tasks + 45 spare rows, dated from the date of death, with owner, status, days left, Late / Due soon flags and early/late days
✓ Notifications – Log of who was notified, when and how, documents sent and replies; flags anything waiting more than 2 weeks
✓ Estate Summary – Assets and debts by type, ledger by item, net estate and residue calculation, checklist by stage, key numbers, debts by priority and a books balance check
✓ Distribution – Up to 30 specific gifts, then each heir's share, residue share (rounded to add up to the cent), entitled, received, still to pay and progress
✓ Monthly Cash – 24 months from the month of death: money in, out, distributed, paid by executor, balance, tasks done and notices (months after the as-of date stay blank)
✓ Printable Statement – One-page estate account statement for the heirs (US Letter): assets and debts, distribution by heir, progress and sign-off lines

✨ KEY FEATURES
• Assets sorted automatically into the probate estate vs what passes outside it (named beneficiary, joint owner, living trust)
• Estate ledger for every dollar in and out, with debt payments matched to creditors and executor-paid costs tracked until reimbursed
• 35-task US executor checklist with due dates from the date of death, days left and late flags
• Distribution by share after specific gifts: entitled, received and still to pay for each heir, rounded to add up to the cent
• Dashboard with heir picker, 10 attention flags and the next 5 deadlines, plus a one-page printable estate statement
• Accounts to close, notifications log and 24-month estate cash report

📥 YOU WILL RECEIVE
→ A PDF with one-click Google Sheets links: make your own copy of the blank template and the filled-in sample in seconds (no download or import needed)
→ 1 ZIP file with two spreadsheet files: a sample version (filled with example data so you can see how it works) and a blank version ready for your own numbers
→ A one-page guide to opening the file in Google Sheets
→ A thank-you card with quick-start steps and 2 printable extras: a Documents & Contacts Locator and a Call Prep & Call Log
→ A built-in "How to Use" tab

💻 YOU WILL NEED
→ Google Sheets (free Google account), or Microsoft Excel 2010 or newer for Windows or Mac
→ A computer is recommended for setup. Not tested in Apple Numbers or Excel for the web.

📝 HOW IT WORKS
1. After purchase, download your files (PDF + ZIP) from Purchases and reviews in a web browser (files can't be downloaded in the Etsy app)
2. Google Sheets: open the included PDF and click Make my copy (no import needed). Excel: unzip the ZIP and open the sample file
3. Open the blank file, enter the date of death and the heirs in Settings, then list assets, debts and accounts and log each payment as the estate is settled

📌 PLEASE NOTE
• This is a digital download. No physical item will be shipped.
• Amounts are shown in US dollars. Available in English only. Colors may look slightly different on your screen.
• This is an organizing and record-keeping tool, not legal or tax advice. Rules differ by state, so check requirements with the court or a professional.
• This template was designed by me, with the help of AI tools during development.

🔑 LICENSE
For personal use. Please do not resell, share or redistribute the files.

📕 REFUNDS
Because this is a digital product, refunds are not offered once the files are downloaded. If anything doesn't work as described, send me a message and I'll help.

❓ FAQ
Q: Does it work in Google Sheets?
A: Yes. It was tested in Google Sheets and in Excel 2010 or newer. In Google Sheets, just click the link in the included PDF to make your own copy (no import needed).

Q: Is this legal advice?
A: No. It is an organizer and accounting record. Probate rules differ by state, so use it alongside guidance from the court or an attorney.

Q: Can I share it with family?
A: Yes. Print the estate statement to show heirs what came in, what was paid and how the remainder is divided.

Q: What can I track?
A: Up to 150 assets, 80 debts, 60 accounts to close, 400 ledger entries, 80 checklist tasks (35 typical tasks ready to use), 60 notifications, 10 heirs and 30 specific gifts, plus a 24-month cash view.

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