Estate Inventory Spreadsheet and Downsizing Workbook with Dealer Field Guide

Keep a clear household-contents record while settling an estate or downsizing. This Payhip bundle includes worked-example and blank XLSX workbooks, the Quick Start PDF and the 34-page Dealer’s Field Guide to Household Contents.

YOUR DOWNLOAD

• One ZIP with the worked-example workbook, blank workbook, Quick Start and 34-page field guide

• 1,000 contents rows, up to 12 people and a 500-row proceeds ledger

• Ownership checks, distribution records, sale-quote comparisons and a family dashboard

The workbook (.xlsx, with a blank copy and a copy with worked examples)

Contents inventory: 1,000 rows for items or lots, with room, marks, photo reference, condition, ownership status, estimate and its source, disposition, recipient, agreed value, sale channel, status and requests.

Ownership first: seven statuses including Awaiting review, Jointly owned, Disputed and Belongs to someone else. Unsettled items are flagged before anyone gives, sells, donates or discards them.

Heirs & distribution: up to 12 people, with estimated and agreed values kept apart and optional target shares the family agrees.

Sale channels: compare estate sale, auction, consignment, dealer, private sale, online and donation quotes. Nothing is pre-filled; enter the quotes you receive.

Proceeds ledger: 500 rows for sales, settlements, fees, expenses and refunds, with amount received and what is still owed.

Executor checklist: 32 practical household-contents tasks in seven phases, plus your own.

Dashboard: a one-page summary of progress for the family.

Checks columns on every main tab name anything missing or inconsistent.

The Dealer's Field Guide to Household Contents (34-page PDF)

What to secure in the first week, categories that deserve a closer look, where things hide, reading marks and condition, asking prices vs sold prices, choosing where things go, dividing among family, and when to call an appraiser. Statements about law, tax, safety and dating are tied to listed public sources, and it contains no made-up prices. A MercantileDesk publication informed by the experience of LintHead Restorations.

Compatibility. Tested in Google Sheets (upload to Drive, open, then File › Save as Google Sheets) and LibreOffice Calc. A standard .xlsx file, not yet tested in Microsoft Excel.

How it was made. Created with AI assistance for LintHead Restorations, with original product design, documented testing and editorial review.

Important. A household-contents organizing tool, not legal, tax, appraisal or financial advice. It doesn't decide ownership, authority, legal shares or tax treatment, and estimates are not appraisals. Names and items only: it never asks for account numbers, ID numbers or medical information. Licensed for use by the buyer's household or estate.