After Death Spreadsheet – Executor checklist, estate accounts, assets & debts, prepare for probate (Excel)

A clear, easy-to-use spreadsheet for families and executors after a death.

Managing tasks and finances after a death can be overwhelming. Our template helps you deal with estate administration and probate. Stay on top of assets, debts, subscriptions, accounts and contacts – all in one place.

ℹ️ Excel format. For a Google Sheets version, please see our other listings.

HIGHLIGHTS >>

❤️ Easy to use
💰 Financial summary
🏠 Log asset and debt values
⚱️ Record expenses
✅ Task tracker
🚀 Overall progress
🌎 Use worldwide
🔗 Share with family and advisers
⬇️ Instant access (Excel required)
💡 Example included

SHEETS INCLUDED >>

ℹ️ Instructions
• How to save your Excel file
• Select your preferred currency

✅ Progress
• A checklist to track overall progress

📊 Financial summary
• Information about the deceased
• Automated financial summary
• Asset breakdown

🏠 Assets
• Accounts and savings
• Cash
• Investments
• Real estate / property
• Vehicles and personal belongings
• Assets abroad
• Life assurance, pensions and refunds

💰 Debts
• Mortgages
• Other debts

⚡️ Services
• Utilities
• Rentals and subscriptions
• Digital accounts and social media

⚱️ Expenses
• Funeral costs
• Other expenses

➗ Distributions (NEW)
• Specific gifts
• Share of what's left
• Distributions summary and breakdown

📞 Task tracker
• Tasks
• Calls
• Letters
• Emails

🔑 Whereabouts
• Keep track of important items

👩🏽‍💼 Contacts
• Details of advisers, family and other important contacts

OTHER FEATURES >>

🔗 Share with family and advisers using OneDrive's built-in sharing features
💷 Choose from 6 currency symbols or add your own
ℹ️ Helpful tips and notes throughout
🖨️ Can be exported to PDF or printed on A4
💡 Example spreadsheet included

ABOUT THE CREATOR >>

Hi, I'm Tom 👋

I’ve spent my career helping people navigate life’s most difficult moments. The After Death Spreadsheet is the result of years of experience designing simple tools to make life (and death) a little easier.

About 20 years ago I practiced as a wills and probate lawyer and founded a startup called Probate Wizard – we built a groundbreaking web app for guiding families through probate. For the last 10 years, I've worked as a digital product designer, focusing on legaltech. I designed tools for a leading probate firm and a scaling London startup that disrupted the wills, probate, and funeral industry.

The After Death Spreadsheet is a culmination of all these experiences. My goal is simple: to provide a low-cost, easy-to-use tool to help families stay organised after a death.

REQUIREMENTS >>

Excel
This spreadsheet is only compatible with Excel. For our Google Sheet, please see our other listings.

TERMS & CONDITIONS >>

• This is a digital product. No physical item will be shipped to you.
• Due to the nature of digital products all sales are final. We cannot offer refunds unless you find the spreadsheet to be defective.
• ©️ Copyright 2025.
• This spreadsheet is licensed for individual, personal use only by the original purchaser. It may not be
copied, duplicated, forwarded, or distributed to others (except for collaboration), whether digitally or
physically, without express written permission from the author.
• You may use this spreadsheet solely for your own personal planning or for managing a single estate.
If you wish to use it for additional planning or estate cases, please purchase a separate copy from our
Etsy shop.
• You are welcome to modify the spreadsheet however you wish. The author is not responsible for, and
cannot provide support for, any issues that result from modifications.
• You are welcome to collaborate with any number of people using the sharing features of your chosen
platform.
• If you are a professional or organisation looking to use this spreadsheet with multiple clients or
estates, extended licences are available. Please see our Etsy shop for details.
• This spreadsheet is an organisational tool and is not intended to replace professional legal, financial,
or tax advice. All totals, summaries, and calculations should be verified independently. You are solely
responsible for the accuracy, security, and safeguarding of any data entered into this spreadsheet.
• The author assumes no liability for any errors, inaccuracies, or issues arising from its use.

THANK YOU ❤️ >>

Thank you for choosing the After Death Spreadsheet. I hope it helps you manage tasks and finances after a death.