• May include: A digital workbook titled The Executor's Workbook by Ledger & Co. featuring text that reads Settle the estate. Nothing slips. Nothing lost. EXCEL + GOOGLE SHEETS. ONE PURCHASE. AUTO-CALCULATING ESTATE SUMMARY. Includes four document pages.
  • Executor Spreadsheet Excel Google Sheets, Estate Inventory Workbook, After Death Planner, Probate Organizer, Assets Debts Tracker, Checklist image 2
  • May include: A digital estate summary template by Ledger & Co. featuring an automated calculation system. The document displays categories for assets and debts, a net estate total, and a progress tracker. Text includes 'The summary calculates itself.'
  • May include: A digital guide titled The Executor's First Steps, featuring a minimalist white cover with black text. The document outlines a step-by-step process for the first 72 hours and two weeks, including lists of tasks, contacts, and common scams.
  • May include: A dark blue digital product information graphic titled Excel and Google Sheets. It lists features including native Excel compatibility, Google Sheets readiness, family sharing, unlocked design for editing, and global currency support.
  • Executor Spreadsheet Excel Google Sheets, Estate Inventory Workbook, After Death Planner, Probate Organizer, Assets Debts Tracker, Checklist image 6
  • May include: A digital workbook titled The Executor's Workbook by Ledger & Co. featuring text that reads Settle the estate. Nothing slips. Nothing lost. EXCEL + GOOGLE SHEETS. ONE PURCHASE. AUTO-CALCULATING ESTATE SUMMARY. Includes four document pages.
  • Executor Spreadsheet Excel Google Sheets, Estate Inventory Workbook, After Death Planner, Probate Organizer, Assets Debts Tracker, Checklist image 2
  • May include: A digital estate summary template by Ledger & Co. featuring an automated calculation system. The document displays categories for assets and debts, a net estate total, and a progress tracker. Text includes 'The summary calculates itself.'
  • May include: A digital guide titled The Executor's First Steps, featuring a minimalist white cover with black text. The document outlines a step-by-step process for the first 72 hours and two weeks, including lists of tasks, contacts, and common scams.
  • May include: A dark blue digital product information graphic titled Excel and Google Sheets. It lists features including native Excel compatibility, Google Sheets readiness, family sharing, unlocked design for editing, and global currency support.
  • Executor Spreadsheet Excel Google Sheets, Estate Inventory Workbook, After Death Planner, Probate Organizer, Assets Debts Tracker, Checklist image 6
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Executor Spreadsheet Excel Google Sheets, Estate Inventory Workbook, After Death Planner, Probate Organizer, Assets Debts Tracker, Checklist

By Alex

Owner of LdgrCo
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What to know

Digital download

Digital file type(s)

1 PDF, 1 other file

Settle the estate. Nothing slips. Nothing lost.

Suddenly the executor? This workbook carries you from the first phone call to the final distribution: track every asset, debt, expense, account, and call — and watch the Estate Summary calculate itself as you type.

One purchase, both formats: a native Excel file that's fully Google Sheets compatible (upload to Drive → Save as Google Sheets — instructions inside). Share it with co-executors and family; everyone works from the same live copy.

10 working tabs: Start Here · Progress checklist · auto-calculating Estate Summary · Assets · Debts · Expenses · Accounts to Close · People & Call Log · Distributions (with a balance check that flags anything off) · Key Locations. Worked example rows included so you can see the formulas working. Nothing is locked.

BONUS: "The Executor's First Steps" — a 4-page guide to the first 72 hours and first two weeks: what must happen now, what can wait, who to call, and the scams to watch for.

US-first language, works worldwide (any currency via one formatting change). Instant download.

Digital product, nothing ships. Personal use only. An organizational tool — not legal, tax, or financial advice; your attorney and the court control the formal process.

— Ledger & Co.

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Price:$12.99

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Listed on Jul 7, 2026
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