Executor Spreadsheet, Estate Executor Checklist for Excel & Google Sheets, Probate Organizer, After Death Planner, Estate Settlement Tracker

Being named executor is a job nobody trains you for, usually at the hardest time. Steward turns it into one calm, connected file: what to do next, what the estate owns, what it owes, what you spent, and what each person still gets.

It is the organiser I would want if this landed on me: 50 executor steps already in order with real due dates, every bill checked against the creditor deadline, and a final account that builds itself from your own records.

WHY IT COSTS MORE THAN OTHER EXECUTOR TEMPLATES
Most executor templates are a checklist plus an asset list. The expensive mistakes happen between those lists: paying a beneficiary before the claim deadline, missing a late bill, counting a life insurance payout as part of the will, losing a receipt, or getting the shares wrong. Any one of those can cost weeks, money or a family argument. Steward checks for each of them.

✦ 50 executor steps in 9 phases, each counted from the date of death, the letters date or the notice date, so every step gets a due date
✦ Claim deadline worked out for you; late claims, claims to check and claims still to pay light up
✦ Assets split into "through the will" and "outside the will" (joint, beneficiary/POD, trust), with value at death, sale price and gain
✦ Estate account ledger with a running balance, categories and a "no receipt yet" flag
✦ Executor log: your hours, miles and out-of-pocket costs, what the estate owes you back, and an optional executor fee
✦ Beneficiaries: specific gifts, residue shares, total due, paid, still owed and signed releases
✦ A final account (assets, gains, income, debts, every cost, net estate, gifts, payouts) plus a cash check of what you can safely pay out today
✦ 8 safety checks on the Dashboard: shares add up to 100%, paid claims are on the ledger, cash payouts match, ledger never negative, receipts, categories, assets valued, and whether the estate can pay its debts

WHAT'S INSIDE (15 TABS)
✔ Start Here: set up in 3 steps
✔ Setup: the estate, the key dates, claim period, fee, editable dropdown lists
✔ Dashboard: estate value, net to distribute, account balance, tasks, claim deadline, notifications, next deadlines, safety checks, 2 charts
✔ Tasks: 50 executor steps with due dates, owners, status and alerts
✔ Notify: 30 organisations to tell, reference numbers, follow-up dates
✔ Documents: certified copies needed vs had, where originals are kept
✔ Assets: value at death, how it passes, status, sold for, specific gifts
✔ Claims: amount, received date, priority, status, allowed, still to pay
✔ Ledger: estate account in and out with a running balance
✔ Executor Log: hours, miles, costs, reimbursements
✔ Beneficiaries: shares, gifts, paid, still owed, releases
✔ Distributions: every payout, cash or item, with the receipt
✔ Final Account: the statement for beneficiaries and the court
✔ Contacts: attorney, court, accountant, bank and more
✔ Help & FAQ

WHAT YOU DOWNLOAD
• Steward-Estate-Executor-EXAMPLE.xlsx: an invented estate four months in, so you can see every tab working
• Steward-Estate-Executor-BLANK.xlsx: your estate, with the 50 tasks, 30 organisations and 18 documents ready
• Steward-Quick-Start-Guide.pdf: 8 pages with worked examples

HOW IT WORKS
1. Type the date of death, the letters date and the notice date on Setup. Every due date and the claim deadline appear.
2. Work down Tasks and Notify. Add each asset, bill and document as you find it.
3. Log money as it moves. The Dashboard, the checks and the Final Account update themselves.

GOOD TO KNOW
• Digital download: real .xlsx files, no Google-only link, no macros, no Apps Script, no add-ons
• Works in Excel (Windows and Mac), Google Sheets, Apple Numbers and LibreOffice; reads well on a phone
• Any currency, any state or country: dates, claim period, debt priority, fee and lists are all editable
• Input cells are white, calculated cells are protected (no password) so nothing breaks by accident
• Steward is an organiser, not legal or tax advice. Rules and deadlines differ by place, so check them with an attorney.
• Personal use. Please don't resell or share the files.

FAQ
Is it beginner friendly?
Yes. The steps are already in order, you only type in white boxes, and the EXAMPLE shows every tab filled in.

What if I get stuck?
Message me on Etsy. I help with setup for free, usually within a day.

Does it work outside the US?
Yes. The defaults use US names (Social Security, IRS, letters testamentary), but every list, date and rate is editable for England & Wales, Canada, Australia or anywhere else.

Can my co-executor use it too?
Yes. Upload it to Google Drive and share it, or keep it in a shared folder. The Owner column shows who does what.

Is this legal advice?
No. It keeps your records organised and catches common mistakes. Your attorney or the court has the final word.

The screenshots show real views of the spreadsheet. The scene photos around the laptop and tablet were made with AI; the screens themselves are real. All names in the EXAMPLE are invented.

FableFile · calm tools for real life