Executor Organiser – Settle an Estate Step by Step in One Excel File

A clear Excel workbook for the person handling an estate after a death. It keeps every task, call, letter, and payment in one place, so you always know what is done and what is still open.

Every section has a short tip at the top and column guidance on each heading. The financial summary, the estate account balance, and the checklist progress update as you type.

WHAT'S INSIDE

• Welcome: choose your currency and start in the right place

• Summary: the person who died, a financial summary, checklist progress, and assets and debts by ownership

• Checklist: every step to settle an estate, in order, from the first few days to sharing out what is left

• Contacts: executors and family, advisers, and organisations to notify

• Documents: legal, personal and financial papers, plus where keys and items are kept

• Assets: accounts and savings, investments, property, vehicles, business assets and assets abroad

• Debts: mortgages, loans, credit cards and other debts

• Services and Accounts: utilities, subscriptions and online accounts to close, move or keep

• Costs: funeral and administration costs, and whether the estate paid them

• Distributions: specific gifts and shares of what is left, and whether they have been handed over

• Estate Accounts: money in and out of the estate account, with the balance worked out for you

• Tasks: a log of every call, letter and email, and any other jobs

• Example file: a fictional example so you can see how it works

WHY YOU'LL LIKE IT

• One place for the whole estate, from the first call to the final share

• A checklist so nothing important is missed

• Enter only the estate's share of joint assets and debts

• Add more rows wherever you need them

• Never store passwords or PINs: the file tells you where to keep them instead

WHAT YOU'LL NEED

• Microsoft Excel (2016, Microsoft 365 or a more recent version)

• This is an Excel file, not a Google Sheets file

WHAT YOU GET

• One Excel file (.xlsx) to download instantly after purchase

• An example file with fictional details

IMPORTANT

This is an organiser to help you record information. It is not legal, tax, or financial advice, and it does not replace advice from a solicitor, accountant, or the court. Rules on estate administration vary by country and region.

Digital download. No physical item will be shipped. All sales are final, except where the file is defective.

Price: $14.99

Part of the Estate and Funeral Bundle ($29.99, save about $15): Estate Organiser, Funeral Planner and Executor Organiser together.