Executor Estate Tracker Spreadsheet, After Death Checklist, Probate Asset and Beneficiary Organizer

Descrizione del venditore

Settle an estate step by step: 60 executor tasks with due dates, assets and debts, estate costs, and a beneficiary distribution calculator in one spreadsheet.

IMPORTANT: Organizer only — not legal, tax or financial advice; consult a probate lawyer.

Made for executors, personal representatives, administrators and the family members helping them, in the US, UK, Canada and Australia. Enter the date of death and the checklist fills in its due dates. Then log what the person owned and owed, every payment in and out of the estate, and who inherits what. You'll see the net estate, what's overdue and what is left to distribute. It pairs with our Life Binder: the binder is the planning side, filled in while alive, and this tracker is the executor side afterwards, with no duplicate pages.

WHAT IT DOES FOR YOU
✔ Task Checklist: 60 pre-filled generic executor tasks in 4 phases (first days, first weeks, probate and administration, closing the estate), plus room for your own
✔ Due dates counted from the date of death (edit the days or type an override date), status, owner, date done and notes. Overdue tasks are flagged in red and DUE SOON in amber
✔ Assets: type, institution, last 4 digits only, ownership, estimated value, date-of-death value, sale proceeds, status (identified, valued, transferred, sold / cashed in) and beneficiary
✔ Joint, named-beneficiary and trust assets are marked as passing outside the estate automatically; a NEED DOD VALUE flag shows what still needs a value
✔ Debts and creditors: claimed, agreed and paid amounts, status (notified, claim received, disputed, paid, settled, written off) and what is still to pay
✔ Estate income and expenses: funeral, court and legal fees, valuations, upkeep, interest and refunds. Type is set by category, and reimbursements owed to the executor are tracked
✔ Beneficiaries and distribution calculator: net estate after debts and expenses, reserve held back, fixed gifts, specific items, % of residue, a check that shares total 100%, and each person's entitlement, amount paid and remaining
✔ Contacts with reference numbers and follow-up flags; a documents checklist of 28 items with copies needed, status and where each is kept
✔ Setup: estate name, date of death, any currency, jurisdiction note and a wording table for the US, UK, Canada and Australia (executor or personal representative, probate, letters or grant)
✔ Dashboard: net estate, % of tasks done, overdue count, debts still to pay, assets settled vs pending, distributed vs still to distribute, with 4 charts

WHAT'S INCLUDED
• Estate Executor Tracker (.xlsx) in two versions: a DEMO file with a sample estate, and a BLANK file with the 60 tasks and 28 documents ready and everything else empty
• 10 tabs: Start Here, Dashboard, Setup, Task Checklist, Assets, Debts & Creditors, Income & Expenses, Beneficiaries, Contacts, Documents
• Room for 200 tasks, 300 assets, 200 debts, 1,000 income and expense rows, 30 beneficiaries and 200 contacts
• 2-page printable Start Guide (PDF) and a README with Google Sheets instructions

HOW TO USE
1. Setup: enter the date of death, estate name and currency, and pick US, UK, Canada or Australia wording
2. Work through the checklist, and log assets, debts and every estate payment as they happen
3. Enter the beneficiaries' shares to see the net estate, each share and what is left to distribute

COMPATIBILITY
• Microsoft Excel 2016 or newer / Microsoft 365 (Windows and Mac), and Excel for the web
• Google Sheets (free): upload to Google Drive and open
• No macros, add-ons or subscription. Apple Numbers is not supported.

PLEASE NOTE
• This is a DIGITAL DOWNLOAD. No physical item will be shipped.
• After payment the files are available under Purchases & Reviews on Etsy (and by email).
• Colours in the photos may look slightly different on your screen. Numbers in the photos are sample data.
• Organizer only — not legal, tax or financial advice; consult a probate lawyer. Probate rules, deadlines, taxes and the order in which debts must be paid differ by country, state and province.
• Task days are typical examples, not legal deadlines. The distribution calculator is an illustration; the will or intestacy law decides who gets what.
• Privacy by design: record last 4 digits only. Never store passwords or full account or ID numbers.
• All names in the photos are fictional sample data.
• Personal / internal business use only. Please don't resell or share the file.

HOW THIS WAS MADE
Designed, reviewed and tested by our shop. The spreadsheet logic, listing images and text were created with the help of an AI assistant (Claude by Anthropic) using Python scripts. The photos are rendered from the real spreadsheet and sample data; no AI-generated imagery is used.

REFUNDS
Because this is an instant digital download, I can't accept returns or offer refunds once the files are delivered. If anything isn't working or you're stuck, message me. I reply within 24 hours and will make it right.

Microsoft Excel and Google Sheets are trademarks of their respective owners. This shop is not affiliated with them.