Estate Inventory OS Offline Browser App + Spreadsheet, Excel + Google Sheets

Estate Inventory OS is a downloadable offline browser app plus Excel/Google Sheets workbook for families, caregivers, reviewers, and advisors who need a calm record they can share before important conversations.

The download now includes Estate-Inventory-OS-Companion.html, an offline HTML browser app companion generated from the actual workbook tabs. Open the HTML file in Chrome, Edge, Safari, or Firefox to work locally in your browser, search tabs, save edits in that browser, print, add or delete rows, export CSV, and export/import JSON.

The spreadsheet workbook Estate-Inventory-OS.xlsx remains included for full formulas, formatting, and Excel/Google Sheets editing.
A filled example workbook, Estate-Inventory-OS-Example.xlsx, is included so buyers can see how real rows are meant to be used before clearing it for their own records.

Workbook tabs included:
- Setup - tracks Inventory Due, =IF(B7="","",B7+90), ← computed; verify with your court.
- 🏠 Dashboard - tracks Decedent, =Setup!$B$5, Executor, =Setup!$B$6, State / Court.
- Real Property - tracks #, Address, Type, Acquired Basis, Mortgage Balance.
- Financial Accounts - tracks #, Institution, Account #, Type, Balance.
- Personal Property - tracks #, Item, Room, Condition, Photo Ref (filename).
- Digital Assets - tracks #, Asset Name, Category, Handoff Method, Vault Location.
- Beneficiary Distribution - tracks Beneficiary, Will Share %, Estate Total, Will-Share $, Assigned $.
- Tax Basis Worksheet - tracks #, Asset, Acquired Basis, FMV at DoD (step-up), Sale Price (if sold).
- 📅 Probate Timeline - tracks #, Milestone, Days from DoD, Computed Date, Status (☐/☑).
- 📈 Charts Hub - tracks Field, Value.
- Probate Summary - tracks Decedent, =Setup!$B$5, State of Probate, =Setup!$B$8.
- Probate Filing Tracker - tracks #, Document, Date Filed, Due Date, Court.

Why this helps:
- Keeps the key details, notes, owners, dates, money fields, and follow-ups in one organized system.
- Gives buyers a quick browser-based capture view plus the spreadsheet file they can keep, customize, and archive.
- Makes it easier to review the facts before a family, client, advisor, vendor, care-team, club, or planning conversation.
- Starts from real workbook structure instead of a generic blank grid; the first usable tab is Setup.

Format and access:
- Instant digital download
- Offline HTML browser app included
- Excel + Google Sheets compatible workbook
- Microsoft Excel compatible workbook
- Google Sheets compatible after upload/import
- CSV and JSON export/import from the HTML app
- One-time purchase; no subscription

Important note:

This is an organization template, not legal, tax, financial, medical, insurance, or professional advice. Confirm decisions with the appropriate licensed professional.