Executor Checklist Spreadsheet Google Sheets Excel | Estate Settlement Organizer, Probate Deadline Countdown, Account & Expense Tracker

The list nobody hands you when someone dies.

Everything an executor actually has to do — phased into first week, first month, probate and closing out, with every deadline counted down, every account tracked from found to closed, and every dollar you front for the estate totalled for reimbursement.

★ WHAT YOU GET
• START HERE — cover page with one-click links to every tab
• HOW TO USE — Read this first — takes 2 minutes
• DASHBOARD — The whole estate at a glance
• WHAT NEEDS DOING — Everything an executor actually has to do — phased, dated and counted down.
• ACCOUNTS & ASSETS — Every account, policy and asset — tracked from found to valued to transferred to closed.
• WHO TO NOTIFY — Government, banks, insurers, subscriptions — who's been told, with the confirmation number saved.
• ESTATE EXPENSES — Every cost of settling the estate — with what you personally fronted totalled for payback.
• PROBATE DATES — Filing windows, notice periods and hearings — every court date with days remaining.
• PEOPLE & CONTACTS — The lawyer, the accountant, the beneficiaries — who they are and when you last spoke.

★ IT DOES THE THINKING
• Days-left countdown on every task and probate deadline
• Accounts tracked from found to valued to transferred to closed
• Costs you fronted personally totalled — the estate owes you back
• Who-to-notify list with confirmation numbers, ticked off once
• Dashboard shows open tasks, open accounts and money owed
• Phases keep the first week from feeling like the whole job

★ TWO FORMATS, ONE PURCHASE
• Google Sheets template — click the link, make your copy, done
• Excel (.xlsx) — same workbook, no Google account needed
Works on laptop, tablet and phone. Nothing to install.

★ HOW DELIVERY WORKS
Instant download. You'll receive a PDF with your Google Sheets template link plus the .xlsx file. Open the link, click "Make a copy", and it's yours.

★ FAQ
• Do I need Google Sheets? No — the Excel file is included.
• Can I edit it? Completely. Add rows, change columns, recolour it.
• How many rows? 60 per tab as standard; insert more inside the table and the formulas carry down.
• Is my data private? Your copy lives in your own private account. Keep passwords out of it entirely — a password manager holds those; this file only points to where things are.
• Refunds? Instant downloads are final, but message me with any problem and I'll sort it out.

★ PLEASE NOTE
Single-user licence — please don't resell or redistribute. Need copies for a team or district? Message me about a team licence.

This is an organising tool, not legal advice. Probate rules vary — check deadlines and filings with the estate's lawyer or the court.