Settling a loved one's estate means dozens of tasks, accounts, deadlines, and papers — while you are grieving. ExecutorKit keeps the whole settlement in one calm, organized workbook: a master task timeline with due dates and overdue flags, an asset inventory, debts and claims, an estate-account ledger with a running balance, a notification log, beneficiary distributions with receipt tracking and a 100%-share check, plus a dashboard that shows the entire estate at a glance.
Instant download. For the executor or administrator who wants one calm place for everything — and nothing forgotten.
No — this kit is an organizational aid only. It is NOT legal advice or tax advice, and it does not file anything with any court.
Yes — probate rules vary by state and country. Please work with an estate attorney and a tax professional on the legal steps.
Never. It records WHERE credentials are kept (your password manager, a sealed envelope with the attorney) — never the secrets themselves. Enter only the last 4 digits of account numbers.
No — every name, account, date, and number in the sample data is fictional (sample deceased: "Margaret E. Halloran"). Replace it with the real details of the estate you are settling.
The workbook works in Excel, Google Sheets, and LibreOffice, with no macros.
The Distributions sheet validates the share percentages with a 100%-share check, and also tracks specific bequests.
A 9-sheet Excel workbook for executors and administrators: a master task timeline with due dates and overdue flags, an asset inventory, debts and claims, an estate-account ledger with a running balance, a notification log, beneficiary distributions with a 100%-share check, and a dashboard that shows the entire estate at a glance.
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