End of Life Planner Spreadsheet, Emergency Binder, Estate Organizer & Final Wishes, Excel Google Sheets

IF SOMETHING HAPPENED TOMORROW, WOULD YOUR FAMILY KNOW WHERE TO LOOK?

Most families spend weeks searching for accounts, policies, passwords and papers - usually while they are grieving. This file is the map. Fill it in once, review it once a year, and tell one trusted person where it is.

It is not a pretty PDF you fill in by hand. It is a working spreadsheet: it adds up what exists, shows how complete each section is, and lists the loose ends that cause the most trouble later - an account with no beneficiary named, a document nobody can find, a subscription that keeps charging.

Works in free Google Sheets and Excel. No app, no subscription. (Google Sheets needs a free Google account; Excel needs none.)

WHAT'S INSIDE - 13 connected tabs

* Start Here - the order to fill it in, and the privacy rules
* Family Summary - progress for every section, a rough money picture, a "Needs attention" list, and the first three people to call
* About Me - the basics, and where your key papers are kept
* Key Contacts - who should be called, in order, and whether they know this binder exists
* Documents - 26 important documents already listed (will, trust, powers of attorney, advance directive, deeds, titles, tax returns, DD-214 and more). Mark each one Have it / Need to get / Not applicable and note where the original is
* Accounts & Assets - where everything is held, approximate values, and whether a beneficiary is named
* Debts & Loans - who is owed, monthly payments, autopay and co-signers
* Insurance - every policy, including coverage through work, with total life insurance coverage worked out for you
* Bills to Stop - weekly, every-2-weeks, quarterly, 6-monthly and yearly amounts converted to per month, and what your family should do with each one
* Digital Life - email, photos, social media and apps: what should happen to each account
* Home, Pets & People - keys, shut-offs, pets, and the people who rely on you
* Final Wishes - your wishes, plus an estimated-cost table that shows what is already paid and what is still to be funded
* Review Log - the Family Summary tells you when a yearly review is due

WHY IT IS DIFFERENT

* PRIVATE BY DESIGN - no column ever asks for a password, PIN, full account number or Social Security number. Every column asks WHERE that information is kept. A spreadsheet is not a safe, and this one never pretends to be
* IT FLAGS WHAT MATTERS - accounts with no beneficiary (or "not sure", or not answered), documents still to get, digital accounts with no plan, autopay bills marked Cancel, contacts who have not been told, and amounts typed as words that would not add up
* IT DOES THE MATH - assets minus debts, life insurance coverage, monthly bills, funeral costs still to be funded
* PRINT-READY - every tab prints at page width if you want a paper copy in a safe place

WHAT YOU GET

* One .xlsx file, 13 tabs. Opens in Excel and works just as well in free Google Sheets
* Instant download - the file is available the moment your payment clears
* Yours forever - update it whenever life changes

HOW THIS DIGITAL ITEM IS DELIVERED

This is an instant digital download. Nothing is posted to you. After checkout the file is on your Etsy Downloads page and in your confirmation email.

IMPORTANT - PLEASE READ

This is a personal organizer, not legal, tax, financial or medical advice. It does not replace a will, a trust, powers of attorney or an advance directive, and it creates no legal document. Estate law differs by state - please speak to an estate-planning attorney about your own situation. Values you type are your own estimates, not valuations. The sample data shown in the photos is fictional.

Because the file is delivered instantly and cannot be returned once downloaded, this purchase is non-refundable. Any question before you buy - please just message me.

P.S. - Also grab our FREE Mini Budget Tracker spreadsheet: https://neattrailco.com

- NeatTrailCo · Simple templates for a tidier, calmer life ✨