Three Excel templates, for the whole journey.
Plan ahead, arrange the funeral and settle the estate, with the Estate Organiser, the Funeral Planner and the Executor Organiser in one purchase. Each one has tips in every section and a fictional example file.
✓ One-off payment ✓ Instant download ✓ Excel for Windows & Mac
| Product | Price |
|---|---|
| Estate Organiser | $14.99 |
| Funeral Planner | $14.99 |
| Executor Organiser | $14.99 |
| Bundle | $29.99 |
Planning ahead, arranging a funeral and settling an estate all need the same paperwork
One set of records
Wishes, accounts, contacts and costs are needed at every stage.
Three purchases add up
Buying the templates one at a time costs $44.97.
Knowing where to start
A family gets a lot of tasks at once, and it helps to have a checklist for each.
Get all three templates, and use each one when you need it.
Plan ahead
Record your wishes, accounts and contacts in the Estate Organiser.
Arrange the funeral
Plan the service and track every cost in the Funeral Planner.
Settle the estate
Work through the Executor Organiser checklist, estate account and task log.
For anyone who wants their family to be prepared
Planning ahead
Get your wishes, accounts and contacts down now, while you can.
Helping a family
Have the funeral and estate tasks ready for the people who will carry them out.
Handling an estate
Use the checklist, estate account and task log as you work through the estate.
Your three templates
Estate Organiser
Record your wishes, assets, debts, bills, contacts and tasks, so your family knows where everything is.
Funeral Planner
Plan the service and gathering, and track every cost, who paid it and what is left to spend.
Executor Organiser
A checklist and record for settling an estate, with the estate account, assets, debts and task log.
The saving
Everything you get
- Estate Organiser, with wishes, assets, debts, bills and contacts
- Funeral Planner, with the service, the gathering and every cost
- Executor Organiser, with the checklist, estate account and task log
- Example file for each template
- Excel 2016, Microsoft 365 or a more recent version
One-off payment. Yours to keep.
Get instant access $29.99Secure checkout by Payhip · Card or PayPal
Download link emailed straight away
Hi, I’m Lee
I run Sheet Leveller on YouTube, where I make quick, no-nonsense Excel tutorials.
Each template is built the same way: simple formulas, clear tips, and totals that add themselves up.
Questions
Do I get all three files?
Yes. The bundle includes the Estate Organiser, the Funeral Planner and the Executor Organiser, with an example file for each.
Can I buy them separately?
Yes. Each one is $14.99 on its own, which is $44.97 for all three. The bundle is $29.99.
Do I need to connect my bank?
No. Nothing is linked to your accounts. You type in what you need to record.
Does it use macros?
No. They are normal .xlsx files, so there are no security warnings and nothing to enable.
Which version of Excel do I need?
Excel 2016, Microsoft 365 or a more recent version. These are Excel files, not Google Sheets files.
Is this a subscription?
No. You pay once and the files are yours to keep.
Get all three, for $29.99.
The Estate Organiser, the Funeral Planner and the Executor Organiser, in one purchase.
Buy the bundle $29.99Important: These are organisers to help you record information. They are not legal, tax or financial advice, and they do not replace advice from a solicitor, accountant, funeral director or the court. Funeral wishes and plans may not be legally binding.
Digital download. No physical item will be shipped. All sales are final, except where the file is defective.