Before Death Spreadsheet – End-of-life planner to record assets, debts, accounts, wishes and important information (Excel)

An easy-to-use end-of-life planner to bring peace of mind to your loved ones after you’ve gone.

Record your funeral wishes, accounts, assets, debts, subscriptions, contacts and healthcare instructions – all in one place. Our template brings clarity to your family and executors when they need it most.

This spreadsheet also includes key features of our After Death Spreadsheet (see our other listings), so it can be handed to your executors for use after your death.

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


HIGHLIGHTS >>

❤️ Easy to use
⬇️ Instant download (Excel)
✏️ Instructions for your family
👩🏽‍💼 List people to contact
🔑 Specify locations of important items
🏠 Log assets, debts, subscriptions and services
⚡️ Record digital accounts and leave access instructions
💰 Financial summary
🏥 End of life healthcare wishes
🤝 Can be used by your executors after death too
🌎 Use worldwide
🔗 Share with family and advisers
💡 Example included


SHEETS INCLUDED >>

ℹ️ Instructions
• How to save and navigate
• Select your preferred currency

📊 Summary
• Information about you
• Automated financial summary
• Asset breakdown

🏥 End of Life
• Power of Attorney
• Healthcare wishes

✏️ After Death
• Organ donation
• Your will
• Funeral plan
• Funeral wishes
• Accessing accounts and devices
• Other instructions

👩🏽‍💼 People to Contact
• Details of advisers, family and other important contacts

🔑 Whereabouts
• Where your family can find important items

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

💰 Debts
• Mortgages
• Other debts

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


EXTRA SHEETS FOR YOUR EXECUTORS >>

Includes all the features of the After Death Spreadsheet, so your family or executors can continue using the spreadsheet after your death, to administer your estate. Extra sheets for your executors include...

✅ Progress
• A checklist to track progress dealing with your estate

⚱️ Expenses after death
• Funeral costs
• Other expenses

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

📞 Task tracker
• Tasks
• Calls
• Letters
• Emails


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. After A Death is the result of years of experience designing simple tools to make life (and death) a little easier.

I studied law at university and practiced as a lawyer, specialising in wills and probate. Then, I co-founded the tech startup Probate Wizard – we built a groundbreaking app to guide families through probate. After selling our business, I spent the next decade as a digital product designer. I designed tools for a leading probate firm and a London startup disrupting the wills, probate and funeral industry.

The Before Death Spreadsheet is a culmination of all these experiences. My goal is simple: to provide a low-cost, easy-to-use tool to help you bring clarity to your family after your death.


REQUIREMENTS >>

This spreadsheet is in .xlsx format and is only compatible with Excel (for a Google Sheets version, 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 Before Death Spreadsheet. I hope it brings clarity and peace of mind to you and your loved ones.