Estate and Funeral Bundle – Three Excel Templates for Planning, Funerals and Estates

Everything in one purchase: the Estate Organiser, the Funeral Planner and the Executor Organiser. Plan ahead, arrange a funeral, and settle an estate, with a calm, step-by-step Excel file for each job.

Each template has a short tip at the top of every section and column guidance on each heading. Each one also comes with a fictional example file, so you can see how it works before you start.

THE THREE TEMPLATES

• Estate Organiser: record your wishes, health preferences, assets, debts, bills, contacts and tasks, so your family knows where everything is

• Funeral Planner: plan the service and gathering, record the funeral director's services, and track every cost, who paid it, and what is left to spend

• Executor Organiser: a checklist and record for settling an estate, with the estate account, assets, debts, costs, gifts and a task log

WHY BUY THE BUNDLE

• $29.99 for all three, instead of $44.97 bought separately: a saving of about $15

• Three Excel files, each with an example file

• Instant download, so you can start straight away

WHAT YOU'LL NEED

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

• These are Excel files, not Google Sheets files

WHAT YOU GET

• Three Excel files (.xlsx) to download instantly after purchase

• Three example files with fictional details

IMPORTANT

These are organisers to help you record information. They are not legal, tax, or financial advice, and they do not replace advice from a solicitor, accountant, funeral director, or the court. Funeral wishes and plans may not be legally binding. Check what applies where you live.

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

Price: $29.99

Separately: Estate Organiser $14.99, Funeral Planner $14.99, Executor Organiser $14.99