Price:$12.99
Executor Spreadsheet Excel Google Sheets, Estate Inventory Workbook, After Death Planner, Probate Organizer, Assets Debts Tracker, Checklist
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Highlights
Settle the estate. Nothing slips. Nothing lost.
Suddenly the executor? This workbook carries you from the first phone call to the final distribution: track every asset, debt, expense, account, and call — and watch the Estate Summary calculate itself as you type.
One purchase, both formats: a native Excel file that's fully Google Sheets compatible (upload to Drive → Save as Google Sheets — instructions inside). Share it with co-executors and family; everyone works from the same live copy.
10 working tabs: Start Here · Progress checklist · auto-calculating Estate Summary · Assets · Debts · Expenses · Accounts to Close · People & Call Log · Distributions (with a balance check that flags anything off) · Key Locations. Worked example rows included so you can see the formulas working. Nothing is locked.
BONUS: "The Executor's First Steps" — a 4-page guide to the first 72 hours and first two weeks: what must happen now, what can wait, who to call, and the scams to watch for.
US-first language, works worldwide (any currency via one formatting change). Instant download.
Digital product, nothing ships. Personal use only. An organizational tool — not legal, tax, or financial advice; your attorney and the court control the formal process.
— Ledger & Co.
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