Estate Organiser – Record Your Wishes, Assets and Contacts in One Excel File

A calm, easy-to-fill Excel workbook for recording everything your family will need to find, from your wishes and health preferences to your assets, debts, and contacts.

Every section has a short tip at the top and column guidance on each heading, so you always know what to enter. Totals and a financial summary update as you type.

WHAT'S INSIDE

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

• Summary: about you, a financial summary, and assets and debts by ownership (sole, joint or trust)

• Health Wishes: power of attorney, medical details and treatment preferences

• Final Wishes: will details, funeral wishes and organ donation

• Contacts: family, advisers and organisations, with room for more rows

• Documents: where your important papers are kept, and where to find everything else

• Assets: bank and savings accounts, investments, property, vehicles and more

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

• Bills and Services: utilities, subscriptions and online accounts

• Costs: funeral and other expenses after death

• Gifts and Shares: specific gifts and how the rest is shared

• Tasks: a simple list of jobs for your family to track

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

WHY YOU'LL LIKE IT

• Easy to fill in, with a tip in every section

• Add more rows wherever you need them

• Enter only your share of joint assets and debts

• 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 is not a will. Healthcare and funeral wishes may not be legally binding. Speak to a solicitor, accountant or other adviser where needed.

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.