• May include: A digital document titled Estate Executor Organizer with a dark blue header and cream background. It lists Checklist, Assets, Debts, and Shares. A gold button displays Microsoft Excel (.xlsx) and text reads Instant digital download.
  • May include: An Estate Executor Organizer digital spreadsheet for Microsoft Excel. The document features a 15-step checklist, asset inventory, debt tracker, ledger, beneficiary calculator, contact list, and summary dashboard across 8 tabs.
  • May include: A digital task tracker spreadsheet titled Know What's Next with columns for Task, Category, Due date, Done, Days left, and Status. The table displays estate executor duties with rows marked DONE or OVERDUE, including dates and categories.
  • May include: A digital spreadsheet titled Every Asset and Debt, Tallied, featuring two tables for tracking probate assets and creditor debts. The layout includes columns for asset types, institutions, account numbers, values, and statuses in US dollars.
  • May include: A digital spreadsheet titled Who Gets What, displaying net estate and beneficiary shares. The table lists probate assets, debts, and expenses, alongside a breakdown of shares for Alex Example, Riley Example, and Example Charity.
  • May include: A digital estate executor organizer for Microsoft Excel featuring eight tabs: Start Here, Task Checklist, Assets, Debts & Bills, Estate Ledger, Beneficiaries, Contacts, and Summary. The layout displays descriptions for each tab.
  • May include: A digital document titled Estate Executor Organizer with a dark blue header and cream background. It lists Checklist, Assets, Debts, and Shares. A gold button displays Microsoft Excel (.xlsx) and text reads Instant digital download.
  • May include: An Estate Executor Organizer digital spreadsheet for Microsoft Excel. The document features a 15-step checklist, asset inventory, debt tracker, ledger, beneficiary calculator, contact list, and summary dashboard across 8 tabs.
  • May include: A digital task tracker spreadsheet titled Know What's Next with columns for Task, Category, Due date, Done, Days left, and Status. The table displays estate executor duties with rows marked DONE or OVERDUE, including dates and categories.
  • May include: A digital spreadsheet titled Every Asset and Debt, Tallied, featuring two tables for tracking probate assets and creditor debts. The layout includes columns for asset types, institutions, account numbers, values, and statuses in US dollars.
  • May include: A digital spreadsheet titled Who Gets What, displaying net estate and beneficiary shares. The table lists probate assets, debts, and expenses, alongside a breakdown of shares for Alex Example, Riley Example, and Example Charity.
  • May include: A digital estate executor organizer for Microsoft Excel featuring eight tabs: Start Here, Task Checklist, Assets, Debts & Bills, Estate Ledger, Beneficiaries, Contacts, and Summary. The layout displays descriptions for each tab.
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Executor Spreadsheet, After Death Checklist, Estate Asset & Debt Tracker, Probate Organizer, Beneficiary Shares | Excel Template

Item highlights

  • Digital download
  • Digital file type(s): 1 PDF, 2 other files
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May include: A digital document titled Estate Executor Organizer with a dark blue header and cream background. It lists Checklist, Assets, Debts, and Shares. A gold button displays Microsoft Excel (.xlsx) and text reads Instant digital download.

Settling a loved one's estate is a lot to carry. This organizer keeps every task, account, bill, and dollar in one calm, auto-calculating file.

WHAT'S INSIDE (8 tabs, for Microsoft Excel)
1. Start Here: key details and a disclaimer
2. Task Checklist: 15 common executor steps with due dates and OVERDUE / DUE SOON / DONE flags
3. Assets: inventory with date-of-death values and a probate yes/no column
4. Debts & Bills: claimed, paid, and balance, with PAID/OPEN status
5. Estate Ledger: money in and out with a running balance and receipt check
6. Beneficiaries: share % turned into dollars automatically
7. Contacts: attorney, CPA, banks, insurers, court
8. Summary: net estate estimate, task progress, overdue count, cash balance

YOU GET: a blank workbook, an example workbook with fictional sample data, and a How to Use PDF.
HOW IT WORKS: Instant digital download (.xlsx). Nothing is shipped. Open it in Microsoft Excel (desktop or Excel for the web). It uses only standard Excel functions.

DISCLAIMER: For organization only. This is not legal, tax, or financial advice. Probate rules vary by state.

  • Designed by
    NicheTrackerStudio
  • Item type
    Digital download
  • Digital file type(s)
    1 PDF, 2 other files
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Meet your seller

Daniel
NicheTrackerStudio ·

United States

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Listed on Oct 27, 2026
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