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. ✨ 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