Estate Executor & Probate Organizer Spreadsheet

Estate executor and probate organizer for Google Sheets and Excel: 13 tabs, editable asset and debt categories, probate deadline tracker, beneficiary distribution tracker.

Most executor spreadsheets lock you into someone else's categories. Ours does not: the Asset & Debt Inventory carries its own category table, right on the tab, that you edit for THIS estate - add a category, rename one, drop one you don't need - and the drop-down in the inventory follows instantly. No fixed list of boxes to force a real estate's assets and debts into.

WHAT YOU GET - one workbook, 13 tabs
- ASSET & DEBT INVENTORY - one line per asset or debt (100 rows): type, category, description, institution, current value or balance, whether it passes outside probate (a named beneficiary, POD/TOD or joint owner), status. Total assets, total debts and NET ESTATE VALUE calculate themselves - and the category table that drives the drop-down is yours to edit, not ours.
- TASK & DEADLINE TRACKER - one line per task (100 rows), pre-loaded with the actual probate-court sequence: file the petition, obtain death certificates, open the estate account, notify Social Security and banks, publish the statutory notice to creditors, file the inventory with the court, pay valid claims, file the decedent's final return, petition for final distribution. Days remaining and a Not started / Due soon / Overdue / Done status calculate themselves from the deadline you type - the piece a plain checklist leaves out.
- DISTRIBUTION TRACKER - one line per beneficiary (100 rows): specific bequest and its value, residual percent. The residual amount and each beneficiary's total distribution calculate themselves from the net estate value on the inventory tab, and a DIFFERENCE line reads zero once every beneficiary and percentage is accounted for - so nothing is left unassigned by accident.
- REIMBURSEMENT LOG - one line per out-of-pocket expense the executor advances (mileage, postage, filing fees, storage): what was paid, what has been reimbursed, and the balance still owed to the executor, cross-checked against MONEY OUT to the cent.
- CONTACTS - attorney, notary, primary bank, financial advisor, CPA, probate court clerk, real estate agent. Fill it in once and keep it at hand instead of digging through email.
- START HERE and SETUP - estate name, probate year, executor name, opening balance, typed once.
- MONEY IN and MONEY OUT - one line per transaction, 200 rows each, category picked from a drop-down (asset sales, insurance proceeds, funeral costs, probate and court fees, attorney fees, debt payoff, distributions, executor reimbursements, and more).
- MONTHLY REPORT, RECONCILIATION, BUDGET VS ACTUAL, YEAR SUMMARY - the same self-filling reports every estate accounting eventually asks for.

THE 12 CATEGORIES ALREADY IN THE MONEY IN / MONEY OUT DROP-DOWN: Asset liquidation, Life insurance proceeds, Investment account transfer, Funeral & burial expenses, Probate & court fees, Attorney & professional fees, Debt payoff, Property maintenance & taxes, Distributions to beneficiaries, Reimbursements to executor, Bank fees, Miscellaneous - all editable in Setup. The asset and debt categories on the inventory tab are a SEPARATE table you control for this one estate.

WHY THIS ONE
- Editable categories where it actually matters: the asset and debt category list lives in a small table on the inventory tab itself, not buried in the code of the spreadsheet. Change it and the drop-down changes with it - no locked list to work around.
- Real probate deadlines, not a generic to-do list: the Task & Deadline Tracker ships pre-loaded with the sequence a court actually expects (petition, notice to creditors, inventory, final return, final distribution), each with its own days-remaining countdown.
- A distribution tracker that checks itself: specific bequests plus a residual percentage, reconciled against the net estate value so a missed beneficiary or a percentage that does not add to 100% shows up immediately, not at the final accounting.
- Executor reimbursements get their own ledger and their own balance owed - most templates leave the executor's own advances untracked.
- A worked example is already in there: a mid-size estate (bank account, home, vehicle, investment account, one personal item; a mortgage and a paid-off credit card), four beneficiaries with specific bequests and residual percentages that reconcile to the cent, and ten tasks from petition to closing. Copy the pattern, then delete those rows.
- Set it up once, then you only ever type in seven tabs. Everything else calculates itself.

WHO IT IS FOR
Anyone named executor or administrator of an estate who needs the inventory, the deadlines, the beneficiary payouts and their own reimbursements tracked in one place, without a rigid template that does not fit their situation.

DETAILS
- Instant download: your Google Sheets copy link (one click creates your own private copy in your own Drive) plus the same workbook as an .xlsx file for Excel, Numbers, or LibreOffice
- 13 tabs, 12 editable MONEY IN/OUT categories plus an editable asset & debt category table, 100-200 rows per log, US number formatting, prints on US Letter (the logs in landscape)
- Nothing to install

PLEASE NOTE
- This is a record-keeping tool, not accounting or legal advice. Confirm your own state's probate code and your court's exact requirements and deadlines.
- This is a digital download. Nothing will be shipped.
- The Google Sheets link requires a free Google account; the .xlsx file does not.
- For one estate's internal use. Please do not resell or redistribute the file.

If a formula ever misbehaves, message me - I will fix it the same day.