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Executor Spreadsheet and Estate Tax Organizer, Probate Checklist, Asset Inventory, Final 1040 and 1041

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Highlights

  • Designed by TZLprintsCo
  • Digital download
  • Digital file type(s): 2 Files

Assets, bills, deadlines and the final tax return in one organized file, for anyone suddenly handling a parent's estate.

What you get: Excel + Google Sheets file · 14 tabs · filled example included · instant download

✔ 35-step executor checklist, organized by phase
✔ Asset inventory with date-of-death values; it marks what goes through probate and what passes outside it
✔ Debts, income, expenses and beneficiary distributions, with automatic totals
✔ Tax Organizer: shows whether the final 1040, Form 1041 or Form 706 is likely needed, the due dates, and the papers to gather for your tax preparer
✔ Dashboard with progress, the estate snapshot and deadlines
✔ Filled example file included
✔ Version 1.1 — new Tax Steps tab covers SS-4/EIN, Form 56, Form 2848, Form 4506-T, W-9 and the final 1040 steps (14 tabs in all)
Works in Excel, Google Sheets and Numbers. Instant download.
This is an organizing tool, not legal or tax advice.

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Listed on Oct 29, 2026
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