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Executor Task Tracker Spreadsheet, Deadline, Cost and Progress Excel Organiser

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Highlights

  • Designed by TheHouseholdVault
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 ZIP

Organise practical tasks, deadlines, contacts, documents, costs and completed actions after a death in one structured Excel workbook.

WHAT YOU RECEIVE
• One editable Microsoft Excel workbook
• 5 sheets: Start Here, Settings, Action Plan, Progress Review and Dashboard
• 150-row Action Plan with 10 fields: task or action, task type, priority, owner, start date, due date, status, cost or budget, reference or location, and outcome or notes
• 150-row Progress Review with 9 fields: review date, area, what worked, what needs attention, decision or next step, owner, target date, status and notes
• Dashboard summaries for total tasks, completed tasks, open tasks, budget or cost, urgent tasks and open review actions
• Read Me and single-household personal-use licence
• Instant digital download

DROPDOWN MENUS
Action Plan:
• 9 task types
• 4 priority levels
• 5 statuses

Progress Review:
• 5 statuses

HOW IT WORKS
Enter your information manually in the Action Plan and Progress Review. Dashboard totals update automatically from the workbook formulas. Microsoft Excel is required for the intended formatting, dropdowns and calculations.

Designed with UK spelling, date formats and pounds where relevant.

PLEASE NOTE
This spreadsheet is an independent organisation aid. It does not provide legal, probate, tax, financial or other professional advice and is not a substitute for an executor checklist supplied by a solicitor, court, government body or other relevant authority. Requirements differ by estate and location; confirm duties and deadlines with the appropriate professional or official source.

Digital product only; no physical item will be posted.

Single-household personal use only. Files may not be resold, shared or redistributed.

AI ASSISTANCE
AI-assisted drafting and imagery were used during creation. Every finished product was assembled and checked by The Household Vault.

DIGITAL DOWNLOADS AND CANCELLATIONS
Because this is an instant digital download, cancellations and returns are not normally accepted once downloading has begun. This does not affect your statutory rights. If a file is faulty or incorrect, please contact us so we can put it right.

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Listed on Jul 20, 2026
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