All Ends Tied Workbook

A 20-tab spreadsheet in Excel format (.xlsx) that also works in Google Sheets. Formulas are locked, input cells are open, and dropdown lists keep entries consistent.

What is in it:

- Dashboard: totals, progress and an at-a-glance chart

- Estate Details and Contacts: the basics and everyone you deal with

- Task Timeline: 43 common tasks with status and your own dates

- Notification Register: 40 organisations, with who you told, when, and reference numbers

- Assets and Liabilities: what the estate owns and owes, with sources and dates

- Income & Receipts, and Expenses & Reimbursements: money in and out, including what you paid personally

- Time Log and Commission Record: hours worked, if you need to show them

- Decision Diary: a dated note of key decisions and reasons

- Beneficiaries & Distributions: who received what and when

- Estate Accounts: a printable summary of receipts, payments and what is still held

- Letter Builder, Documents Index, Resources & Links: fill-in letter text, where documents are, and 25 official links

How it is built: no scripts, no add-ons and no subscriptions. Every default shows its source and the date we checked it. Tested by recalculating the whole workbook with sample data; no formula errors found.

It does not tell you your legal deadlines. Time limits depend on your state and the facts, so none are pre-filled; you enter any date you have confirmed with the court or a solicitor. Your information stays in your own file, in your own account or on your computer; we never receive it. It is a record-keeping tool for ordinary estates: a business, a trust, overseas assets, a contested will or a tax question needs a solicitor or accountant.

Please make your own copy before typing anything. Google Sheets import and sheet-protection behaviour should be checked on your own account the first time; the Start Here tab explains how.

30-day money-back refund. Your rights under the Australian Consumer Law are not affected. Refund policy: https://allendstied.com/legal/refunds/

Record-keeping tools and general information, not legal, tax or financial advice. We are not a law firm.

Price is in Australian dollars. We are not registered for GST, so no GST is charged. Free updates to this product for 12 months from purchase, through the same download link. Sold to customers in Australia only.

Licence: you may use these files for one estate, make copies of your own completed file, and share them with the estate's executors, beneficiaries, solicitor and accountant. You may not resell, redistribute or publish the blank templates. Professionals who want to use the products with clients should ask us first at hello@allendstied.com.