Executor Checklist Spreadsheet, Estate Executor Planner: Assets, Debts, Accounts to Close, Probate Deadlines and Beneficiaries

An executor planner for settling an estate: the checklist, assets, debts, accounts to close, the estate account, heirs and what they received, the accounting, contacts and documents are in one file.

🔗 TRY THE LIVE DEMO before you buy (view only, nothing to install): https://docs.google.com/spreadsheets/d/1rR-svC6lv793cHcb8fgjfeD5HueLcnSCjfkwXZyDG3A/edit?gid=1173894479

The checklist is already written, and every date follows the court steps you type on Start here.
It keeps the estate in order through the months it takes, without a binder full of loose papers.

📊 WHAT IT DOES

✓ Tasks: about forty steps from the first week to closing the estate, already written. Dates come from the date of death, the Letters and the notice to creditors, so overdue and coming-up tasks stand out.
✓ Assets: everything the person owned, at its date-of-death value. Probate assets make the inventory; accounts with a beneficiary, joint accounts and trusts are listed apart.
✓ Debts: every bill and claim, the creditor window, and who paid it: the estate or you.
✓ Accounts: everyone to tell and everything to close, from Social Security to subscriptions, and who has gone quiet.
✓ Estate Account: every dollar in and out. Costs you paid from your own pocket add up to what the estate owes you back.
✓ Beneficiaries and Distributions: each heir's share and special gifts, what they are entitled to, what they received, and a signed receipt for every hand-over.
✓ Accounting: the page the heirs and the court ask for. Inventory, income, costs, distributions and what is on hand today.
✓ Home: tasks due next, calls to make, the estate account, what you are owed, and what each heir has coming.

📂 WHAT'S INSIDE: 13 TABS AND 34 CHARTS

✓ Start with these three: Start here, Tasks, Assets
✓ Every week: Home, Estate Account, Accounts
✓ Money and people: Debts, Beneficiaries, Distributions
✓ Keep and report: Accounting, Contacts, Documents, Settings

📝 HOW IT WORKS

1. Open the PDF and click the link to make your own copy in Google Sheets. Or open the Excel file.
2. On Start here, type the date of death. Add the Letters and the creditor notice dates when you have them.
3. Work down Tasks and list every asset on Assets.
4. Log money on the Estate Account and hand-overs on Distributions. Accounting and Home fill in by themselves.

📥 WHAT YOU GET

✓ Google Sheets version (the link is in the PDF)
✓ Excel version (.xlsx) for desktop Excel on Windows or Mac
✓ A filled example to look around, and a blank copy for your own data
✓ A PDF guide: a picture of every tab and your first five minutes, step by step
✓ A video guide for this planner (the link is in the PDF)

💻 GOOD TO KNOW

✓ Works with a free Google account. Nothing to install, no subscription.
✓ Formulas are protected, so you can't break anything by accident.
✓ US steps. Probate rules and deadlines differ by state: set the creditor window and the inventory days on Settings to match your court.
✓ It is a planner, not legal, tax or financial advice. Use it with your probate attorney and accountant.
✓ Room for 80 tasks, 80 assets, 60 debts, 80 accounts, 300 estate account lines, 20 heirs and 80 distributions.
✓ Set it up on a computer in a few minutes. After that, the Google Sheets app works for marking a call done on your phone.
✓ The photos show Google Sheets. The Excel file has the same tabs and formulas.
✓ On a Mac? Use free Google Sheets or Excel for Mac.
✓ Free updates for life.

This is a digital download, so nothing is shipped. If anything is unclear after you buy, message me and I'll help you set it up.
Estate details are private. Keep the file in your own Google account and share it with your attorney and the heirs as needed.