Price:$10.00

Highlights

Organize an Entire Estate in One Comprehensive Workbook
Settling an estate is a monumental task. This professional Excel template helps executors, administrators, and families track every asset, debt, and distribution in one centralized place.

Designed with empathy and clarity in mind, this workbook features a large 12pt Aptos font, bright colors, and generous cell spacing. It is specifically built for easy reading, especially for older users or anyone navigating a difficult time.

📂 WHAT’S INCLUDED
You will receive one Excel file (.xlsx) containing 13 organized sheets:

Instructions: A step-by-step guide for using the workbook.

Dashboard: An auto-calculating summary of all estate values (Decedent name, Case #, Executor info, etc.).

Real Property: Homes and land with mortgage tracking and automatic net equity calculation.

Vehicles: Cars, boats, and RVs with loan balance tracking.

Financial Accounts: Bank accounts, investments, retirement, and CDs.

Household & Personal Property: Furniture, electronics, and clothing (100 entry rows).

Jewelry & Valuables: High-value items with appraisal and insurance tracking (100 entry rows).

Collections & Art: Art, coins, firearms, and memorabilia (100 entry rows).

Digital Assets: Online accounts, crypto, and loyalty points.

Insurance & Benefits: Life insurance, VA benefits, and Social Security.

Debts & Liabilities: Credit cards, medical bills, and taxes.

Asset Distribution Log: Track who receives what for probate records (100 entry rows).

Important Contacts: Directory for attorneys, accountants, and agents (100 entry rows).

✨ KEY FEATURES
Automated Dashboard: No calculator needed. Totals from every sheet (including net equity) update automatically.

User-Friendly Design: Dropdown-free design—just type directly into cells for maximum flexibility.

High Visibility: Large 12pt font, alternating row colors, and generous row heights for comfortable entry.

Error-Proof: Formulas are protected so nothing gets accidentally deleted or overwritten.

Fully Customizable: While formulas are protected, you can unprotect them to change fonts or colors to your preference.

Universal Design: Works for any state—contains no state-specific legal jargon.

📝 HOW IT WORKS
Start on the Dashboard: Fill in the basic estate information at the top.

Enter Data: Work through the sheets that apply to your situation (skip the ones that don’t!).

View Totals: The Dashboard instantly updates with item counts, total estimated/appraised values, gross estate, total debts, and final net estate value.

👥 WHO THIS IS FOR
Executors & Administrators handling the probate process.

Families settling an estate independently.

Elder Law & Estate Planning Attorneys organizing client assets.

Financial Advisors helping clients with estate documentation.

💻 REQUIREMENTS
Microsoft Excel is required (Desktop version for Windows or Mac).

NOT COMPATIBLE with Google Sheets, Apple Numbers, or Excel Online (due to advanced cross-sheet formulas).

Price:$10.00