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Executor Binder Spreadsheet: Executor Checklist, Estate Ledger, Final Accounting, Printable Pages (Excel/Google Sheets)

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Highlights

  • Designed by FreelancebyPetko
  • Digital download
  • Digital file type(s): 2 PDF, 1 TXT, 2 other files

For the person settling a loved one's estate as executor or personal representative. If you are planning ahead for your own family, this is not that product.

An executor binder and checklist in one Excel workbook, with a step-by-step guide and printable binder pages. Keep everything in one place: the steps, who you have told, everything the person owned at its date-of-death value, every bill and claim, every deposit and payment, what you paid yourself, and what each beneficiary has received and is still due.

- THE ACCOUNTING CHECKS ITSELF -

What the estate had, plus income and gains, less everything paid out and handed over, has to equal what the estate still holds. A cell on the Accounting tab says BALANCES or shows the difference, and a monthly bank check compares your ledger with the statement, uncleared checks included.

It is not a court form. Courts set their own accounting formats; the summary is what you give your attorney, if you have one, or copy into your court's own form.

- WHAT'S INSIDE (13 TABS) -

✓ START HERE: what this is, where to start, and a link to every tab
✓ DASHBOARD: sixteen tiles that show where the estate stands, the next steps, reminders and three charts
✓ ESTATE FACTS: the basic facts, the reserve, the mileage rate and where the papers are
✓ CHECKLIST: the 48 steps in five phases, with the dates you are given
✓ INVENTORY: everything the person owned, valued at the date of death
✓ ESTATE LEDGER: every dollar in and out of the estate account
✓ DEBTS AND CLAIMS: every bill and claim, and what is still owed
✓ PAID PERSONALLY: what you paid yourself, and what the estate owes you back
✓ BENEFICIARIES: who gets what, what they have received, what is still due
✓ ACCOUNTING: the summary that has to balance, and the bank check
✓ FAMILY UPDATE: a one-page update for each beneficiary
✓ CONTACTS AND NOTICES: who you have told, what still charges, who you are waiting on
✓ LOOKUPS: the dropdown lists. Edit the editable ones; leave the fixed ones alone

- FOR THE FAMILY -

The Family Update prints one page per beneficiary: where things stand, a short accounting that adds up on the page (or hidden, if you prefer), their estimated share, what they have received, what comes next, and your note.

- TWO COPIES -

One blank and ready to use, one filled in for a made-up family so you can see every tab working.

- HOW MUCH IT HOLDS -

100 checklist rows (the 48 steps plus your own), 60 assets, 500 ledger rows, 40 debts and claims, 200 paid-personally rows, 12 beneficiaries and 100 contacts and notices.

- THE GUIDE (PDF) -

An introduction and 14 short chapters, from the first days to closing, each naming the steps and tabs it covers, with questions to ask your attorney or the court and a list of sources.

- PRINTABLE BINDER PAGES (PDF) -

31 US Letter pages: cover, spine labels, 12 tab dividers, the checklist on paper, a phone call script and call log, who-to-tell and accounts lists, key papers, receipts and trips pages, a Family Update to fill in by hand, questions to ask, and notes.

- WHAT IT DOES NOT DO -

It does not work out legal or tax deadlines, taxes or an executor fee, and it does not tell you what your state requires. You type the dates your court, attorney or tax professional gives you.

- PRIVACY -

Type only the last 4 digits of account and ID numbers. Never store passwords in it.

- WHAT YOU NEED -

Microsoft Excel, Google Sheets or LibreOffice Calc. Formulas only, no macros.

- HOW YOU GET IT -

Instant download: the blank workbook, the example workbook, the guide, the printable pages and a license file. One-time purchase, no subscription. Questions? Message me through Etsy. I reply within 24 hours.

This guide describes steps many executors work through. It is general information, not legal or tax advice, and the rules vary by state. Check every deadline with your probate court and a qualified professional.

How this was made: AI tools helped build this workbook, write the guide and printable pages, and write parts of this description, under my direction. I review and test every file before it is listed.

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Listed on Oct 12, 2026
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