Estate Executor Spreadsheet, Excel and Google Sheets, Executor Checklist, Probate Organizer, Estate Inventory, Beneficiary Tracker

Estate Executor Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Keep every step of settling a loved one's estate in one calm, organized place: the checklist, deadlines, who's been told, what they owned and owed, every dollar in and out, and what each beneficiary receives. Perfect for executors and personal representatives.

🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/tMofA8mgZW8

✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled with example data so you can see how it works) and a BLANK version (ready for your own numbers).

★ WHAT'S INCLUDED ★
• 15 tabs with a clickable Start Here page
• Estate Dashboard: 16 KPI tiles (tasks complete, overdue tasks, due in the next 14 days, days since passing, estate account balance, total assets, debts still owed, estimated amount to distribute, organizations confirmed, follow-ups due, documents gathered, death certificates left, digital accounts closed, subscriptions still charging, assets to settle and missing receipts), progress by phase, next deadlines, beneficiary progress and 5 charts
• Task Checklist: 56 starter executor tasks in 4 phases (first days, first weeks, first months, closing the estate) with priority, who's doing it, due dates counted from the date of passing (or your own date), status, date done, days left and Overdue / Due soon flags. Room for 100 tasks
• Deadline Calendar: a month view with every open task on its due day and follow-ups, plus the next 14 tasks and who to follow up with
• Decedent & Contacts: their details in one place, a death certificate counter and a 25-row key contacts list (attorney, CPA, funeral home, bank, realtor) with the last call date
• Notifications: 29 organizations to tell (Social Security, Medicare, IRS, DMV, the 3 credit bureaus, banks, insurers, pension, utilities and more) with date contacted, death certificate sent, reference numbers, status and follow-up flags. Room for 80
• Assets (60 rows): type, institution, how it passes (probate, beneficiary, joint owner, trust), value at date of passing, status, amount realized, next step and share of the total
• Debts & Bills (40 rows): balance at passing, date notified, claim deadline, status, paid by the estate, still owed, % paid and flags, with a chart
• Estate Account (300 rows): every dollar in and out by category with a running balance, linked to debts and beneficiaries, missing receipt flags and a balance chart
• Distributions: up to 12 beneficiaries with their share, an estimated amount, cash paid, items given, still to receive and progress, plus a 60-row log of items given with signed receipts and a chart
• Documents Checklist: 31 documents executors are usually asked for, with status, where each one is and copies. Room for 50
• Digital & Subscriptions (60 rows): email, social media, streaming and memberships with what to do, status, charges still billing and the yearly savings
• Call Log (200 rows): who you spoke with, what was said and follow-up dates with Overdue flags
• Estate Summary: an estimate of what's left to distribute, assets by type, the estate account by category, money in and out month by month, and 2 charts
• Sample data so you can see how everything works

★ PERFECT FOR ★
✓ Executors and personal representatives
✓ Adult children settling a parent's estate
✓ Spouses and family members helping with the paperwork
✓ Anyone who wants one calm place to keep track after a loss

★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 4 files included: an Excel version + a Google Sheets edition, each as a Sample and a Blank copy
• Not designed for Apple Numbers

★ HOW IT WORKS ★
1. Download the files right after purchase.
2. On Setup, add your loved one's name, the date of passing, the executor and a few settings.
3. Work through the checklist and log assets, debts, notifications, calls and estate account entries as you go.
4. The dashboard, calendar and estate summary update themselves so the whole family can see where things stand.

Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.

★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• This organizer helps you keep track of the work. It is not legal, tax or financial advice. Probate rules and deadlines differ by state and country, so check with the court, an estate attorney or a tax professional.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.