Complete Executor & Attorney Admin Pack

You have been named executor of a parent's estate, or you are looking after their money under a Lasting Power of Attorney. Either way, someone may one day ask you to show every pound in and out. These two trackers keep that record as you go.

Made for executors and attorneys in England and Wales, and families sharing the admin. Each tool takes about 10 minutes to set up. Not legal or tax advice, and it does not file IHT forms or apply for probate.

▶ Easy Start Here guide for every tool included – video tutorials coming to our YouTube channel

What you get: 2 PHKSheets tools (2 spreadsheets) in one download. Spreadsheets work in Microsoft Excel and Google Sheets, with no macros.

Save 37% compared with buying the 2 tools separately at our current listing prices (£34.98 separately, £21.99 for the bundle, both before VAT).

What it does for you

• Executor Estate Tracker: assets and debts, an IHT estimate, executor account and probate task list
• LPA Attorney Record Keeper: the donor's money in and out, gifts, expenses and decisions, ready for an OPG request

How it works (3 steps)

1. Open each example file to see how it works, then use the -BLANK copies.
2. Executor: list the assets and debts. Attorney: add the donor's accounts.
3. Log every payment as it happens and check each Dashboard before you report to beneficiaries or the OPG.

What's included

• Start-here.pdf: open this first. It lists every file, says which one to open first, and includes each tool's one-page guide
• UK-Executor-Estate-Tracker.xlsx (filled with fictional example data) and UK-Executor-Estate-Tracker-BLANK.xlsx (empty, for your own records): Executor Estate Tracker
• LPA-Attorney-Accounts.xlsx (filled with fictional example data) and LPA-Attorney-Accounts-BLANK.xlsx (empty, for your own records): LPA Attorney Record Keeper
• No zip: all 5 files download separately

Compatibility

• Spreadsheets: Microsoft Excel 2010 or newer (Windows & Mac) and Microsoft 365, and Google Sheets (free Google account). To use Google Sheets: upload the .xlsx to Google Drive, right-click > Open with > Google Sheets, then File > Save as Google Sheets. Set File > Settings > Locale to United Kingdom for £ and UK dates
• Spreadsheets are not designed for Apple Numbers or mobile-only editing. A computer is recommended
• No macros, add-ons or subscriptions

Instant download

This is a digital product. Nothing physical will be shipped. Your download link appears straight after checkout and is also emailed to you. Stuck or have a question? Email info@phkmedia.co.uk and I'll gladly help you set it up.

Good to know

• Every example file uses fictional names and figures
• Each spreadsheet has built-in checks that flag missing or odd entries
• FAQ: Do I need both? Many families do: the attorney record while a parent is alive, the estate tracker after. Each also works on its own
• FAQ: Can family members see it? Yes, in Google Sheets you can share it. Keep it private: it holds personal and financial data
• FAQ: Is it a subscription? No. You pay once and keep the files

DISCLAIMER

These templates are record-keeping aids, not legal, tax or financial advice. Check gov.uk, the Office of the Public Guardian or a solicitor for your situation. All names and figures in the example files are fictional.

Licence: Licensed for use within one business. Please do not resell, share or redistribute the files.

AI disclosure: These templates and their listing images were designed by PHK MEDIA LTD with the help of AI tools. All formulas were tested and the files were reviewed and finalised by the seller.

© PHK MEDIA LTD

Licence: Licensed for use within one business or household. You may edit and print the files for that business. You may not resell, share or upload them for others.