NowPrice:£18.13
Original Price: £24.18
25% off
Executor & Estate Settlement Spreadsheet | Probate Organizer, Estate Administration, Asset, Claim, Expense and Beneficiary Tracker
Star Seller
Star Sellers have an outstanding track record for providing a great customer experience – they consistently earned 5-star reviews, dispatched orders on time, and replied quickly to any messages they received.
You can only make an offer when buying a single item.
Star Seller. This seller consistently earned 5-star reviews, dispatched on time, and replied quickly to any messages they received.
Highlights
Organize the entire estate settlement process in one professional Excel workbook. This Executor & Estate Settlement Management System helps you track estate assets, beneficiaries, claims, expenses, payments, documents, contacts, tasks, deadlines and distributions from one central place.
Includes:
- Estate information & beneficiary tracking
- Asset inventory, values & disposition tracking
- Recorded claims & outstanding amounts
- Estate expenses & claim payments
- Executor task & deadline management
- Professional contacts & estate documents
- Beneficiary distribution tracking
- Estate Settlement Overview
- Visual Dashboard with key metrics and alerts
- Customizable setup lists and settings
Designed for clear record keeping and estate administration organization without turning the workbook into a legal or tax calculator.
Please note:
- This is a digital Excel spreadsheet. No physical product will be shipped. This workbook does not provide legal, probate, tax, accounting or financial advice.
- For personal use only. No MRR (Master Resell Rights) or PLR (Private Label Rights) are included. You may not resell, redistribute, share or claim the spreadsheet as your own product.
- We do not recommend unlocking or altering protected spreadsheet areas, as this may affect formulas, automation, formatting and the correct functioning of the workbook.
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 programme terms
Be the first to review this item
More from this shop
Visit shop-
Digital download
Insurance Claim Tracker, Medical Bills Organizer Spreadsheet, Healthcare Expense System, Deductible Payment Settlement, Excel Template
Sale Price £15.11
Original Price £20.15
-
Digital download
ADHD Cleaning Planner Excel Spreadsheet, Flexible Home Reset Workbook, Task Picker Dashboard, Declutter Doom Pile Tracker Routine Schedule
Sale Price £14.53
Original Price £19.38
-
Digital download
Homeschool Planner, Gradebook & Record Keeping System, Curriculum, Lesson, Assignment, Attendance, Reading Log, Portfolio Excel Template
Sale Price £16.11
Original Price £21.48
-
Digital download
Life Organizer Family Emergency Binder, Important Documents Excel Template, Final Wishes Planner, Medical Info Workbook, Personal Record Log
Sale Price £14.53
Original Price £19.38
Shoppers with similar taste loved these
-
Digital download
KPI Data Visualization Template for Excel Business Analytics, Visualization Tool, Metrics Graphs, Performance Metrics, Easy to Customize XLS
£13.35
-
Digital download
GRC Excel Template 22-in-1 | EU AI Act, Iso 27001, Gdpr, Esg, It Governance, Risk & Compliance Bundle
£369.64
-
Digital download
GDPR Tracker Excel Template | RoPA, DSAR, Data Breach, Consent, Processor Register & Compliance Dashboard + Bonus
£23.06
-
Digital download
EU Compliance Power Bundle | AI Act, GDPR, Battery Passport & Ppwr Excel Templates | Esg Toolkit
£73.74
-
Digital download
GDPR Tracker + NIS2 Compliance Bundle (Excel) | ISO 27001 Risk Register & Controls + Internal Audit Log | GRC Dashboard Toolkit | Eu
£92.27
-
Digital download
UK Due Diligence Checklist | 42 Items TUPE GDPR H/M/L | Excel
£15.59
-
Digital download
Ultimate Financial Planner Budget Spreadsheet Bundle Habit Task & Goal Tracker Productivity Planner Debt Tracker Dark Mode Digital Template
Sale Price £16.72
Original Price £33.43
-
Digital download
Tax Deduction Tracker Google Sheets Self-Employed Tax Spreadsheet Small Business Freelancer Tax Prep Template Itemized Expense Tracker 1099
Sale Price £8.33
Original Price £16.66
-
Digital download
Tax Deduction Tracker Google Sheets Small Business Tax Prep Self-Employed Tax Tracker Spreadsheet Excel Tax Planner Tax Checklist 1099 Form
Sale Price £8.05
Original Price £16.09
-
Digital download
Small Business Bundle Bookkeeping Inventory Tracker Order Tracker Product Handmade Pricing Calculator Smart Bill Calendar Google Sheet Excel
Sale Price £13.41
Original Price £26.83
-
Digital download
Ultimate Annual Budget Spreadsheet Monthly Budget Tracker Couple Financial Planner Bill Tracker Debt Tracker Savings Excel Google Sheets
Sale Price £9.39
Original Price £18.78
-
Digital download
Professional Planner Bundle Project Management Excel Template Task Tracker Google Sheets Work OneNote Planner Weekly Planner Budget Tracker
Sale Price £15.09
Original Price £30.18