Report this item to Etsy

Price:$15.73

Estate Executor Inventory Spreadsheet | Personal Property Distribution Tracker (Excel)

You can only make an offer when buying a single item

By clicking the Apple Pay button, you agree to Etsy's Terms of Use and Privacy Policy. Etsy may send you marketing communications; you may unsubscribe at any time.

Highlights

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

ESTATE EXECUTOR INVENTORY SPREADSHEET | Personal Property Distribution Tracker | Estate Settlement Organizer | Microsoft Excel Template

Organize estate property with confidence using ESTATE CLEARPATH — a comprehensive Microsoft Excel system designed to help executors, estate representatives, and families manage personal property during an estate settlement.
Instead of scattered notes and multiple spreadsheets, keep everything in one structured workbook—from the first room walkthrough to the final distribution of every item.
WHAT THIS WORKBOOK HELPS YOU MANAGE
✔ Property inventory
✔ Room-by-room organization
✔ Item descriptions and condition
✔ Photo & document references
✔ Valuations
✔ Beneficiary requests
✔ Distribution decisions
✔ Property movements
✔ Custody tracking
✔ Handover records
✔ Sales, donations & disposals
✔ Costs & expenses
✔ Communications
✔ Tasks & issues
✔ Data Health warnings
✔ Printable reports
WHAT YOU WILL RECEIVE
One ZIP download containing 12 files:
• BLANK Excel Workbook
• SAMPLE Excel Workbook
• Quick Start Guide
• Complete Buyer Guide
• Property Walkthrough Pack
• Photo & Document Naming Guide
• Backup & Recovery Guide
• Data Dictionary
• README
• License
• Version Manifest
• Changelog
WORKBOOK FEATURES
✓ 26 organized worksheets
✓ Structured property inventory
✓ Linked records across the workbook
✓ Data validation
✓ Built-in Data Health checks
✓ Printable reports
✓ Sample workbook with example data
✓ Blank workbook for your own estate project
✓ Works completely offline
COMPATIBILITY
✔ Microsoft Excel 2019 or later
✔ Microsoft 365 Desktop Excel
✔ Windows
✔ Mac
Microsoft Excel is required.
This product is not designed for Google Sheets.
PERFECT FOR
• Estate Executors
• Estate Representatives
• Personal Representatives
• Families handling an estate
• Downsizing projects
• Estate cleanouts
• Property organization
• Household inventory
IMPORTANT
This workbook is an organizational and recordkeeping tool.
It does not provide legal, probate, tax, accounting, financial, appraisal or insurance advice, and it does not determine ownership or beneficiary rights.
DIGITAL DOWNLOAD
✔ Instant Download
✔ No Physical Product Will Be Shipped
After Etsy confirms your payment, your files will be available immediately from your Etsy account under Purchases & Downloads.

Instant Download

Your files will be available to download once payment is confirmed.  Here's how.

Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms

Be the first to review this item

No reviews yet. See what customers say about other items from this shop.
AnimaLiriana
Ruslana Licciardi
AnimaLiriana ·

United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 5.0
·
26 sales
·
4 months on Etsy
Message seller

You may also like

Shoppers with similar taste loved these

Show more
Show more

Explore related searches

Estate Executor Spreadsheet

Estate Excel Template

Listed on Aug 5, 2026
Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates Bookkeeping Templates